9 Tips To Help Make The Most of Pegasus Opera 3

The Pegasus Opera 3 system is feature-rich and makes it easy to connect your financials with the other areas of your business.

With so much functionality, it can be easy to miss some. Not only that, when you regularly use a system, sometimes you miss little hints and tips that can make using your system that bit quicker.

We asked our Senior Software Support Specialist, Louise, for some of her favourite Pegasus Opera 3 hints and tips.

9 Tip Pegasus Opera 3 Tips

Pegasus Opera 3 Tip 1: Saving Form Positions and Sizes

All forms can be resized and repositioned to your liking
Simply tick ‘Remember Form Positions and Sizes in System > Preferences

Tip 1

Pegasus Opera 3 Tip 2: Copying Form Data to Excel

Open any Opera grid form
Right click any column heading and select ‘Copy Data’
Paste to excel

Tip 2

Pegasus Opera 3 Tip 3: Sorting and Moving Form Columns

Open any Opera grid form
Right click any column heading and select ‘Sort Ascending’ or ‘Sort Descending’

Tip 3

Pegasus Opera 3 Tip 4: Linking Pictures and/or Documents to Records

In your Processing form, click Action – OLE
Add a new link by clicking ‘New’
Browse and add your document and/or Picture

Note – an icon appears in the status of the record processing form to show that an object exists

Tip 4

Pegasus Opera 3 Tip 5: Favourites

Go to the Menu item you wish to make a Favourite
Right click, and select ‘Add to Favourites’
Choose a Group Name for your Favourites

Tip 5

Pegasus Opera 3 Tip 6: Company Backgrounds

System Maintenance>Company Profiles > Action > Company Background Options
Use the ‘…’ button to browse graphic files and select your picture
Click OK to save

Tip 6

Pegasus Opera 3 Tip 7: User Backgrounds

System > Preferences > Action > User Background Options
Select the company and browse/select your desired picture
Click OK to save

Tip 7

Pegasus Opera 3 Tip 8: Advanced Posting

This determines whether you can allocate a new transaction to a future period. Advanced postings will be excluded from the current periods account balance and only be included in the current balance after you run period end.

To switch on go to Sales > Utilities > Set options.
Tick ‘Allow Advanced Postings’
When posting transactions there will be an option to tick ‘Advanced’

Note – after period end this option is cleared.

Tip 8

Pegasus Opera 3 Tip 9: Disputing Invoices

To mark an invoice as disputed:

Purchase Processing > Supplier > Action > Hold/Rel
Highlight the Invoice – Action > Hold > Select the reason

Note – reasons are set up and maintained via Purchase > Maintenance > Reasons.

Tip 9

Want to know moreAbout Pegasus Opera 3?

Pegasus Opera 3 Accounts Software is a completely modular accounts solution meaning you can bespoke your package to your finance department’s needs and required functionality. With accounting and financials at its core you choose the additional modules as you need them. We offer implementation, support and training for Pegasus Opera 3.

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