#intsys uk

The next release of Opera 3 (2.23) and Opera II (7.43) will cater for some automation for customers processing PPD (prompt payment discount). In addition to this, the new releases will also include VAT Return improvements to allow more efficient processing, further report outputs to Excel (Opera 3 only) and other functional enhancements.

Prompt Payment Discounts - Phase 2

The new releases of Pegasus Opera 3 and Opera II will include the ability to automatically handle VAT reductions that apply where an offer of settlement discount is taken up by a business (assuming settlement discount is offered to them by a supplier) and a customer (where settlement discount has been offered to that customer by the business).

The Suggested Payment Report and Authorised Cheques and BACS processes will be enhanced to deal with settlement discount VAT adjustments. This will allow for Pegasus Opera users to pay automatically if settlement discount is taken.

Flexibility is built in; users can continue to use credit notes or choose to use VAT adjustments.

Please note: for manual payments and receipts that cater for VAT adjustments, it is the responsibility of the user to confirm the values.

The new processes impact Sales Processing Receipts and Purchase Processing Payment forms. They include new checkboxes and fields. Users not applying settlement discount will not be affected by these changes.

Any customer using Opera 3/Opera II with Pegasus CIS/Operations II where invoices with settlement discount are posted to Opera 3/Opera II from Pegasus CIS/Operations II, credit notes will still have to be used and the invoices paid manually until further notice.  

Further enhancements

The upcoming release also includes VAT processing improvements, 5 further reports for output to Excel (Pegasus Opera 3 only) as requested by customers and Partners, and more.

VAT improvements: The menu structure will change; VAT reports and VAT processing will be split out. This will allow users to post adjustments directly to the VAT return and run reports without impacting other users in the system.

Please note: this will have an impact on user security so ensure you only give appropriate users access to the new VAT processes.

At Intsys we recommend that you possess daily, weekly and monthly backups of your Pegasus Opera 3 data. It is also necessary to perform a backup of data prior to performing major processing functions such as a payroll update or Nominal period end.

The responsibility for Pegasus Opera backups should not only be the company IT team but also the users.

 Types of Backup

A) IT Team Complete System Backup

This would usually be managed by the entity responsible for the IT support; this may be an individual an internal IT Department or an external support provider.

Usually system backups would be performed automatically, out of office hours to prevent interruption of the business.

It is necessary to backup, in its entirety, the complete Opera installation, to include all sub folders and files within.

This type of backup may be necessary in case of a virus infection or corruption of data affecting the whole system.

PLEASE NOTE: Incremental Backups are not suitable for use with any Pegasus products.

B) Pegasus Opera 3 Data Backup

Pegasus users should take responsibility for backing up their Opera system. Opera has an integral backup routine, which is easy to use and allows selective backups of companies.

– You can use the Backup command in Pegasus Opera 3 to backup your data for selected companies (This process can only be carried out by a User with “Manager Rights”).

This type of backup will be more appropriate in the event of corruption to the company data in Pegasus Opera 3 or when users need to reverse major changes such as period ends made within Pegasus Opera 3. These backups allow you to restore the data easily to a previous point using the restore wizard within Opera.

You can access this function via Administration > System> Utilities > Backup.

[For a step by step guide please read our Tips&Tricks article here]

 NEW PEGASUS SCHEDULER

Pegasus have created a new SQL based tool for scheduling backups that can be very helpful. The new scheduler allows you to schedule some tasks in Opera 3 to run at any time on a chosen day. Using the Task Scheduler you can plan and process the tasks outside of your normal working day and be confident that your staff can carry out their normal day to day processing tasks without interruption.

With this new feature you can easily backup your companies every day and ensure that your data is safe without disrupting the day to day running of your business.

 Other processes that can be scheduled in Opera 3 are:

Update Data Structures

Tidy System

Perod End

Rebuild Periods and History

Period End in SL and PL

Reorganisng WebXchange Audit files

Repeat invoices

Reorganise SOP/Invoicing

Stock Period End