Welcome to another edition of Hints & Tips for Opera 3.  In this edition, we’re delighted to share a valuable tip that we hope you’ll find both beneficial and easy to implement.

Customise Grid Forms

Did you know you can Customise Grid Forms to suit your processing requirements?

Grid Forms are available throughout Opera 3, and in most modules.

How It Works

A typical Grid Form, and for this example, is the Sales Ledger > Processing > (F12) View, as below: –

Let’s say, as a user, you only need to view the Date, Type, Ref 1, and Value columns—everything else just adds clutter.

How to Hide Unnecessary Columns

To clean up your view:

1. Right-click on the header of a column you’d like to hide.
2. This will highlight the column and display a menu.

     3. Select Hide Column(s)—and just like that, the column disappears

If you want to hide more than one column in one go… simply hold the Ctrl key down while at the same time Left mouse click each column….

…then, to bring up the option menu, Right click any of those highlighted column headings and select the Hide option once more…

Additional Column Options

       From the same menu, you can also:

       Unhide columns

       Pick which columns to display 

       Reset the layout to default settings

Rearranging Columns

 Want to change the order of columns? For instance, to move the Type column beside Value:

• Simply click and hold the Type column header
• Drag it to the desired location and release

This drag-and-drop functionality also works in other areas like the SOP and POP Processing Transaction Grids.

Remembering Your Chosen Selection

By default, Opera may not remember your customised view after closing the form. To ensure your layout is saved:

          Go to Preferences

          Tick the box for Remember form positions and sizes

          Click OK, then log back into Opera

Want to reset an individual form’s settings back to the default?  While viewing the form, use the following option in the Toolbar.

To reset all forms back to default, go back to Preferences and click the Reset All button.

Watch out for our next in the series.

 – The Profile Team

Welcome to another edition of Hints & Tips for Opera 3.  In this edition, we’re delighted to share a valuable tip that we hope you’ll find both beneficial and easy to implement.

Customise Grid Forms

Did you know you can Customise Grid Forms to suit your processing requirements?

Grid Forms are available throughout Opera 3, and in most modules.

How It Works

A typical Grid Form, and for this example, is the Sales Ledger > Processing > (F12) View, as below: –

Let’s say, as a user, you only need to view the Date, Type, Ref 1, and Value columns—everything else just adds clutter.

How to Hide Unnecessary Columns

To clean up your view:

1. Right-click on the header of a column you’d like to hide.
2. This will highlight the column and display a menu.

     3. Select Hide Column(s)—and just like that, the column disappears

If you want to hide more than one column in one go… simply hold the Ctrl key down while at the same time Left mouse click each column….

…then, to bring up the option menu, Right click any of those highlighted column headings and select the Hide option once more…

Additional Column Options

From the same menu, you can also:

       Unhide columns

       Pick which columns to display 

       Reset the layout to default settings

Rearranging Columns

 Want to change the order of columns? For instance, to move the Type column beside Value:

• Simply click and hold the Type column header
• Drag it to the desired location and release

This drag-and-drop functionality also works in other areas like the SOP and POP Processing Transaction Grids.

Remembering Your Chosen Selection

By default, Opera may not remember your customised view after closing the form. To ensure your layout is saved:

Go to Preferences

          Tick the box for Remember form positions and sizes

          Click OK, then log back into Opera

Want to reset an individual form’s settings back to the default?  While viewing the form, use the following option in the Toolbar.

To reset all forms back to default, go back to Preferences and click the Reset All button.

Watch out for our next in the series.

 – The Profile Team

You are invited to Pegasus’ free customer webinars
Discover AP Automation and the Data Connector

We are excited to invite you to Pegasus’ exclusive customer webinars this April to see the AP Automation and Data Connector applications in action.

Pegasus will show you how you can save up to 80% in costs and speed up invoice approval times by 50% with AP Automation, the simplest way of processing invoices. You will also see how the Data Connector can transform decision making and take your data analysis to new heights by exporting your Opera 3 SE data to third party tools including Power BI and SharePoint.

Plus, there will be an opportunity to ask any questions you have.

We hope to see you there!

AP Automation: An Overview 16th April and 22nd April at 10:00am

Data Connector: An Overview 17th April and 23rd April at 10:00am

 REGISTER HERE 

 – The Profile Team

Welcome to another edition of Hints & Tips for Opera 3.  In this edition, we’re delighted to share a valuable tip that we hope you’ll find both beneficial and easy to implement.

Find Document Function

Functionality Overview: The Find Document Function is a powerful tool designed to enhance efficiency when locating and processing documents in the SOP (Sales Order Processing) and POP (Purchase Order Processing) modules.

By leveraging this feature, you can streamline tasks such as progressing an invoice to a credit note without unnecessary steps

Quick Access: The F8 Find Document shortcut bypasses extra navigation, improving workflow speed.

How It Works

Let’s say you want to find a previously posted Invoice document and progress it to a Credit Note document, for instance.

Enter SOP Processing

Use the Find Document feature (via Action > Find Document F8 or directly press F8).

The Find Document form will appear

Enter the Document that you want to find, which in our case is an invoice

Enter the Invoice document number range and click Display…

…and voila, Opera will immediately take you to the customer, the Invoice document and the Credit option ready for you to Progress the Invoice.

Summary

The Find Document Function significantly reduces the time and effort required to locate and process documents. By incorporating shortcuts like F8, you can optimise your workflow, ensuring tasks are completed swiftly and accurately. Whether you’re progressing invoices, editing purchase orders, or handling other documents, this tool simplifies the process from start to finish.

Watch out for our next in the series.

Welcome to another edition of Hints & Tips for Opera 3.  In this edition, we’re delighted to share a valuable tip that we hope you’ll find both beneficial and easy to implement.

Find Document Function

Functionality Overview: The Find Document Function is a powerful tool designed to enhance efficiency when locating and processing documents in the SOP (Sales Order Processing) and POP (Purchase Order Processing) modules.

By leveraging this feature, you can streamline tasks such as progressing an invoice to a credit note without unnecessary steps

Quick Access: The F8 Find Document shortcut bypasses extra navigation, improving workflow speed.

How It Works

Let’s say you want to find a previously posted Invoice document and progress it to a Credit Note document, for instance.

Enter SOP Processing

Use the Find Document feature (via Action > Find Document F8 or directly press F8).

The Find Document form will appear

Enter the Document that you want to find, which in our case is an invoice

Enter the Invoice document number range and click Display…

…and voila, Opera will immediately take you to the customer, the Invoice document and the Credit option ready for you to Progress the Invoice.

Summary

The Find Document Function significantly reduces the time and effort required to locate and process documents. By incorporating shortcuts like F8, you can optimise your workflow, ensuring tasks are completed swiftly and accurately. Whether you’re progressing invoices, editing purchase orders, or handling other documents, this tool simplifies the process from start to finish.

Watch out for our next in the series.

 – The Profile Team

We invite you to an exclusive webinar brought to you by Profile Technology Services and ESET UK, where we aim to empower you and your organisation to navigate the ever-changing threat landscape with confidence.

Our main goal is to ensure that you and your organisation are well-prepared to effectively tackle the constantly evolving cyber threats that may arise in the future. As your IT Support provider, Profile can offer advice on the latest technology to help optimise your solutions, be it IT infrastructure, Cloud services, internet connections or network security.

Pegasus is offering exclusive Black Friday discounts for orders placed between Monday 25th November and Friday 29th November:

• 10% Discount off the price of 1 x module/user licence *
• 15% Discount off the price of 2 x modules/users or a mixture of both *
• 25% Discount off the price of 3 or more modules/users or a mixture of both *

Contact us now, whilst the Black Friday deals are available, on 08000 195101 or email us at sales@profile.co.uk

Over the Christmas period you may need our Support services. Please see below our opening hours:

• Tuesday 24th December 2024 – support lines open until 12:30pm
• Wednesday 25th December 2024 – BANK HOLIDAY – Closed
• Thursday 26th December 2024 – BANK HOLIDAY – Closed
• Friday 27th December 2024 – Limited support available 9am – 5:30pm
• Monday 30th December 2024 – Limited support available 9am – 5:30pm
• Tuesday 31st December 2024 – Limited support available 9am – 5:30pm
• Wednesday 1st January 2025 – BANK HOLIDAY – Closed
• Thursday 2nd January 2025 – Open as normal

We will be available to call on the following numbers during the Christmas period:

• Pegasus Software Support: 0345 066 0099
• Hardware and Network Support: 0345 520 0099

You can also email support@profile.co.uk and we will get back to you as soon as possible.

– Merry Christmas and a Happy New Year from the Profile Team!

Welcome to another edition of Hints & Tips for Opera 3.  We’re here to help you get the most out of your Opera 3 software with practical insights and efficiency-boosting features.  In this edition, we’re sharing another useful tip that we hope you’ll find both beneficial and helpful.

The Auto Clear Function

he Auto Clear function can significantly boost processing efficiency and reduce frustration during data entry.

When processing data and moving through data-entry fields, wouldn’t it be convenient if the previous value in the field was automatically selected, ready for you to type over it?

With Auto Clear enabled, this is exactly what happens!

How It Works

When you press the Tab key to move to the next field, the old value in the new field is automatically highlighted, so you can immediately start typing.

For example:

When tabbing from ‘Reference 2’ to the ‘Transaction Value’ field:

        * The Transaction Value field is highlighted in full.

        * It’s positioned perfectly, so you can simply start entering the new value without

           needing to adjust the cursor manually.

        This means no more fiddling with the mouse to position the cursor—just tab and

        type!

Why It’s Useful

This feature is especially handy for date fields. Instead of manually deleting the old date or repositioning the cursor, you can simply start typing the new date.

How to Enable Auto Clear

You can enable the Auto Clear function through your User Preferences:

Navigate to your User Preferences menu.

        Look for the Auto Clear setting.

        Enable the option to activate this feature.

Save time, reduce frustration, and process data more efficiently by enabling Auto Clear today!

Watch out for our next in the series.

– The Profile Team

End of Support for Windows 10

Microsoft have announced that, as of October 14 2025, support for Windows 10 will be ending. After this date, Windows 10 will no longer receive technical support, security updates, or feature updates from Microsoft.

What this means for you:

• No Technical Support: Microsoft will no longer help with any Windows 10 issues.

Plan Your Upgrade

We encourage you to start planning your upgrade process now to avoid any disruptions and maintain the highest level of security for your systems.

Need Assistance?

Please contact us on 08000 195101 or email sales@profile.co.uk and we can help you transition smoothly and ensure your systems remain secure and efficient.

Autumn Refresh: Unify and Enhance Your Pegasus Opera 3 Output Forms!

As we transition into Autumn, it’s an ideal time to rejuvenate your business processes and ensure your documentation reflects your brand’s professionalism and consistency.

Introducing Our Autumn Refresh Campaign!

Let us help you Refresh, Align, and Brand your Pegasus Opera 3 output forms. By standardising your document designs, you can present a cohesive and professional image to your clients, vendors, and employees. Here’s what we can refresh for you:

• • • Sales Order Processing (SOP): Proformas, Orders, Delivery Notes, Invoice and Credit Notes.
    • Purchase Order Processing (POP): Purchase Orders
    • Financials: Statements and Remittances
    • Payroll: Payslips

Welcome to our Pegasus Opera 3 Hints & Tips Page!

Discover how to make the most of your Pegasus Opera 3 software with our collection of helpful hints and tips. Whether you’re a seasoned user or just getting started, these ideas will help you streamline your processes, save time, and get the best performance from your software.

Explore a variety of tips, categorized by different aspects of the software—from financial management to detailed reporting, user customisation, and beyond. We’re here to help you make the most of your Opera 3 experience.

We’ll be updating these tips regularly, so don’t forget to bookmark this page and check back often for the latest insights!

Want to stay up to date? Join our mailing list to receive updates straight to your inbox. Simply click here

Send Copy Sales Invoice & Autofill Current Year

Copy Opera Grid Forms to Excel

The Auto Clear Function

Find Document Function