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Zetadocs Expenses Webinar: Tuesday, 15th November 2016 12:30-13:00

Please join our partner Equisys’ webinar on 15th November to learn about a cost-effective, time-saving and efficient alternative to using paper and spread sheets for your expense management.

Zetadocs Expenses from Equisys is a “born in the cloud” expense management service that puts the finance team back in control of expenditure.

Register for this webinar on 15th November at 12:30 GMT to find out how Zetadocs Expenses helps your business to:

• Handle expense capture and approval on the go
• Enforce company expense policies effortlessly
• Automatically create purchase orders in NAV to record expense detail.

Available now, Zetadocs Expenses works with NAV – however you use NAV.

Register now for this webinar on Tuesday 15th November 2016 at 12.30.

Learn more about Zetadocs Expenses

Zetadocs Expenses

Expense management integrated with Microsoft Dynamics NAV puts expenses management on any smartphone or web browsing device. By uploading photos directly into the app, collecting and managing receipts ready to submit your expenses is a thing of the past, and can be approved from anywhere.

Integrating seamlessly into Microsoft Dynamics NAV, reporting and processing can be done automatically after being checked, and is supported on recent versions of NAV using Zetadocs Capture Essentials or Zetadocs Capture Plus.

Features

• Photo Receipts

When inputting expenses, take a photo and upload it directly into the app/browser, all your receipts are kept safe and organised ready to be submitted.

• Works On Any Device

Zetadocs Expenses is available as an app on iOS and Android devices and works in most popular browsers, meaning that it works on any smartphone, tablet or PC with an internet connection.

• Set Your Own Limits

Zetadocs Expenses allows you to customise different types of expenses to create limits, show warnings and prevent expenses from being submitted when they break your own expense policy.

• Multi Currency

Expenses can be entered in any currency and automatically converted accurately.

• Approvals Anywhere

Managers can approve expenses on mobile or web browser, and are notified of any warnings or limits that may be set.

• Overdue Reminders

Automatic reminder emails means that nobody forgets their expenses, and approvals always happen on time.

• Total Visibility

All expenses are easily visible within NAV and reports can be saves and analysed all from one screen.

Download the datasheet here

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Career Opportunities at Profile

We are always looking for motivated and qualified individuals to work within our organisation, please send a CV to careers@profile.co.uk and see below all of our current vacancies.

We are an equal opportunities employer and welcome applications from anyone who feels they meet the requirements of any of our current vacancies.

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Pegasus Opera 3 – Mobile Sales

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Mobile Sales via Pegasus Web Xchange is a dedicated sales app that will change the way your orders are taken and processed.

If you have a sales team on the road, Pegasus Mobile Sales will be an invaluable tool for them to take sales orders on their mobile devices. The sales person can showcase products to the customer, take the order and send it securely back to the office to be authorised and uploaded into Opera 3 Sales Order Processing.

With Pegasus Mobile Sales, the turnaround time between a customer placing an order and that order being processed is reduced significantly. This improves delivery and invoicing times, ultimately enhancing cash flow. Processing orders in this way saves time and money and improves the customer’s experience of your company.

Pegasus Mobile Sales is designed to improve the way your sales team interacts with customers. Account information is provided so that the sales person can see the customer’s credit limit and current balance, a list of their outstanding invoices and due dates, and previous orders placed. The sales person, therefore, knows what’s been ordered, delivered and invoiced to that customer, so they have a history of the customer’s purchasing patterns. And it’s possible to define the length of time sales orders are retained on the mobile device.

In addition, Stock Enquiry allows the sales person to see what is in stock and the selling price to that customer. All of which is exactly what the sales team needs to manage customer accounts, take sales orders and send them to the office for processing.
Pegasus Mobile Sales is designed to work even if there’s no internet connection using cached data. Information on orders placed is stored on the mobile device until a network connection is found.

Features and Benefits

• Works on Android tablets (No plans for an iOS version currently)
• Secure communication between the mobile device and Opera 3
• Showcase products to customers: the app downloads Opera 3 Stock to the mobile device, including stock levels & pricing
• Sales orders from the mobile device are uploaded to Opera 3, where the sales office can approve & import into SOP
• If an order is rejected, the sales person is notified and given the reason
• The sales person can either select all the customers they have access to, or an individual customer
• Uses product and special pricing, invoice and settlement discounts and customer price lists
• The Due Date for delivery can be specified at both Sales Order and Sales Order Lines level
• The customer’s signature can be captured on orders and included in the order confirmation email
• The sales person can view the status of the order, from upload to Opera 3 through to Delivered and Invoiced
• Orders can be taken even if there’s no network service, and can be uploaded once network service is restored
• An ideal solution for companies with sales people on the road
• Saves a company both time and money

Pegasus Business Cloud

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When you move to Pegasus Business Cloud, you no longer have to buy network hardware, software or ever have to worry about storage ever again since these all become part of a service that you can pay for on a monthly basis.

Pegasus Business Cloud enables you to access a complete business solution online, at the office or on mobile devices, anytime, anywhere when it suits you, simple to install, Pegasus Business Cloud offers a way to modernise your business very quickly, easily and cost effectively.

This cloud solution delivers flexibility and adaptability, allowing you to adapt to the changing nature of technology in an ever increasingly ‘mobile’ world.

Giving you the choice
Of course, you can continue to use Opera 3 in the same way as you have been up to now, using your existing IT infrastructure and maintaining your business data in house.
Using Opera 3 on your own premises continues to give you the following benefits:

• The choice to pay upfront or pay monthly with a subscription from only £49 per user per month*
• Maintain business data in house
• Use your existing IT infrastructure (Opera 3 runs on your in-house server)

*cost is per user per month over 5 years based on a 5 user, up to 5 companies solution

Why the Cloud?

Reduce your total cost of ownership
No need to upgrade your hardware or IT infrastructure and no local servers are required.

Ensure security and reliability 24-7
Data is UK hosted in an ISO 27001 secure data centre with backups to a second UK based data centre.

Share data across your business
With your software hosted in the cloud, you have access to your data anywhere at any time which means you can query and report on this data on a range of devices. Ideal for a mobile workforce.

Accelerate implementation
You’ll be up and running quickly with continued support from Profile as your Accredited Pegasus Partner.

Pay monthly with no up-front cost
You pay monthly and reduce overhead costs.

Integrates with your windows
Microsoft Office 2013 is included as standard. You’ll get Outlook, Word and Excel running in the cloud.

Flexibility to grow
Opera 3 is scalable so new users and applications can be added quickly and easily to support business growth

Find out more
If you want to look at more functionality, please contact your Account Manager on 08000 195 101 to discuss Pegasus Business Cloud in more detail for your business. If you would like find further information on Opera 3 on this website, please download the brochure, request a webinar, or contact us.

Welcome to the new Profile Blog.

On this new website, we aim to continue updating our blog with news about upcoming events, updates, technical information, and products.

This blog, along with our new website and the new @profile quarterly newsletter is a part of our efforts to communicate in new ways with our customers and partners. As the audience and end users of our website, we want to hear from you! Any feedback and ideas are very welcome, please feel free to call into the office on 01442 236311 and speak to Max!

Thank you for checking out our new website, and be sure to check back regularly for updates and new blog posts.

Max Wright

Upcoming events

Please see below our currently scheduled events and use the form at the bottom of the page to register your interest in attending.

We will process your request in accordance with our Privacy Notice which sets out how we use your personal data. A copy of our Privacy Notice can be viewed here. Please read our Privacy Notice before submitting this form.

Online Stationery Price List

Please contact Profile at sales@profile.co.uk or call 01442 236311 to order your stationery.

Stationery Price List 2025

2024/2025 End of Year Stationery Price List

P60’s are also available in quantities of 500 on request.

Delivery

Privacy Policy

We will process your request in accordance with our Privacy Notice which sets out how we use your personal data. A copy of our Privacy Notice can be viewed here. Please read our Privacy Notice before submitting this form.

Pegasus Web Xchange

The Pegasus Web Xchange is a secure and easy way to access your Opera 3 data on the go – anytime, anywhere and on a number of mobile devices. It will change the way you work and run your business. Using new browser based technology, the Pegasus Web Xchange provides a set of services that are used to securely access and view Opera 3 data via a web browser. Users can log in from a range of mobile devices through supported web browsers such as: Intsernet Explorer, Google Chrome, Mozilla Firefox and Safari.

Pegasus Web Xchange helps you:

• Access your Opera 3 data securely
• Connect with your data wherever you are – available on devices such as PCs, tablets and smartphones
• Same time with 24/7 access. No more waiting around
• Improves efficiency
• Empowers employees

Payroll Self Service

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Integrating with Payroll & HR, Payroll Self Service on Pegasus Web Xchange offers your employees remote access to personal data, pension information, holiday entitlement, payslips and P60s. It’s quick and easy to use and employees don’t need to be users of Opera 3 to access their data. Depending on the permissions assigned to them, employees can access their personal details, photograph, contacts, education records, bank account information, absence details and holiday entitlement.

Watch it in action

Timesheets

Download the datasheet here

For employees who have to submit timesheets and Payroll departments that have to process them, the Timesheets service is an invaluable addition on Pegasus Web Xchange which will simplify and speed up the process for everyone.

Timesheets work seamlessly with Opera 3 Payroll, and employees don’t have to be Opera 3 users. Employees can create, record and submit a timesheet whether they are at home, at work or out on the road.* They simply enter one or more activities (task and a shift) and submit the timesheet for manager approval.

Watch it in action

Mobile Sales App

Download the datasheet here

Mobile Sales via Pegasus Web Xchange is a dedicated sales app for android tablets (iPad coming soon) that will change the way your orders are taken and processed. If you have a sales team on the road, Pegasus Mobile Sales will be an invaluable tool for them to take sales orders on their mobile devices.

With Pegasus Mobile Sales, the turnaround time between a customer placing an order and that order being processed is reduced significantly. This improves delivery and invoicing times, ultimately enhancing cash flow. Processing orders in this way saves time and money and improves the customer’s experience of your company.

Watch it in action

Duet Business Cloud Applications

The Duet Business Cloud Applications allow you to extend the reach of Opera 3 to remote staff and service technicians. Requisitions, expenses, timesheets and service calls can all be managed on the go using any smartphone, tablet or a web browser. Opera 3 can then be updated using the Duet Integration Module.

See a quick overview

• Access your Opera 3 data securely
• Connect with your data wherever you are.
• Save time with 24/7 access.
• Improves efficiency
• Empowers employees

Duet Expenses

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Using any device, a user can input their expenses and upload photographs or invoice pdf’s through the intuitive app. Submitted expense claims are then sent to one or more approvers to be authorised. The claims can be approved, partially approved or declined. Once approved, the expense claims can then be downloaded into Opera 3 to update Payroll and Job Costing and create Nominal Ledger journals. Its flexible configuration means that expenses can be mapped to Payroll payment codes, Job Costing job, phases and cost codes and Nominal ledger accounts.

Watch it in action

Duet Timesheets

Download the datasheet here

Users can record their time on the go using any device or web browser and can link it to Jobs and or tasks for greater analysis. Submitted timesheets will be sent to one or more approvers to be authorised and can then be automatically posted into Opera 3 Payroll and Job Costing.

Watch it in action

Duet Requisitions

Download the datasheet here

Users can raise requisition requests for approval from any location or site. Users can upload documents and photographs to support their request and then track the progress of the requisition as it is costed, approved and fulfilled. Multiple approval levels can be defined based on the value of the requisition. Once it is approved, the requisition can be downloaded into Opera 3 to create Purchase Order Processing documents.

Watch it in action

Duet Service Desk

Download the datasheet here

Service tickets can be logged and tracked from a mobile device or web browser. Alternatively, engineers can be assigned Opera 3 Service Helpdesk tasks and update them from their device. This can include time spent on the job, any parts used and the status of the call as well as capturing customer signatures. Opera 3 is updated via the integration tool so that all staff have visibility of activities.

Watch it in action

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If you have any queries please do not hesitate to contact our SystemCare Team on 0345 066 0099.

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ProspectSoft CRM

Customer Relationship Management Software Solutions (CRM Software) from ProspectSoft Ltd provided by Profile offers market leading flexibility, integration and mobility. ProspectSoft CRM system consists on an entirely modular structure enabling various types of organisations to benefit from CRM.

ProspectSoft CRM Software provides seamless integration with most popular accounting software, including further solutions that Profile can provide from Pegasus and Sage.

This integration combined with mobile computing developed alongside Intel®, makes ProspectSoft the CRM system of choice for businesses as diverse as:

• Construction
• Consumer Goods
• Manufacturing
• Distribution
• Engineering
• Medical
• Telesales
• Many more industries

Please browse our information pages about the ProspectSoft CRM solution, and contact us to discuss this further. Once armed with your business aims and budget allowances we will recommend the solution options most suitable for you.

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What’s New?

CRM Buyers Guide