Pegasus Training Courses

All sessions are available at Introductory, Intermediate and Advanced Levels. We always recommend at least one session to be taken per module of Opera and three sessions for XRL. Certificate is available upon request. We also provide training on Operations II and Pegasus CIS.

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Financials

Our Opera 3 Financials training sessions are an invaluable investment in your employees, designed to maximise visibility of cash flow – increasing your profit generation. The sessions are designed to benefit Users processing in the Sales, Purchase, Nominal, Cashbook, Fixed Assets or Costing modules. We advise 1 session per Financials module to cover all aspects of general processing, reporting, links between the ledgers and month end procedures.

Nominal Ledger

This training course is designed to provide a complete overview of how to process in the Nominal Ledger.It would be an advantage if users attending have a general knowledge of standard UK Accounting requirements.

 

By attending this course you will learn:

  • how to analyse your chart of accounts, utilise cost centres and create journals

  • advanced nominal ledger analysis levels and detailed view screen reporting

  • how to set periodic budgets and revised budgets

  • the module integration with financial and payroll applications

  • open period accounting practises and how to tailor your month end procedures.

 

 

Sales Ledger

This course is ideal for all staff members working within the Sales ledger.

 

The Credit Management Centre can be taken as a separate session if requested.

 

By attending this course you will learn:

  • how to create customer accounts with specific terms profiles

  • printing debtors reports and utilising detailed sales view screen reporting

  • how to use the allocation and rectify allocation routine

  • currency in the sales ledger

  • defining sales periods and period end procedures

  • the Credit Management Centre.

 
 

Purchase Ledger

This course is ideal for all staff members working within the Purchase ledger.

 

By attending this course you will learn:

  • how to create supplier accounts with specific terms profiles

  • printing creditors reports and utilising detailed purchase view screen reporting

  • how to use the allocation and rectify allocation routine

  • currency in the purchase ledger

  • PIR processing

  • defining purchase periods and period end procedures.

 

 

Fixed Assets

This course is ideal for all staff members working within the Fixed Assets module with working knowledge of asset depreciation.

 

By attending this course you will learn:

  • how to create assets

  • defining the coding and details of an asset

  • importing assets and overriding details

  • opening balances and revaluation

  • asset depreciation

  • custom fields and locations

  • period end procedures.

 

 

Costing

This course is ideal for all staff members working within the Job Costing module with prior knowledge of project planning and accounting.

 

By attending this course you will learn:

  • estimate and contract creation

  • job budgets

  • cost types and rates

  • applying costs, budgets and revenue

  • frameworks and job phasing

  • contract currency

  • integration with other modules.

 

 

Cashbook

This training course is designed to provide a complete overview of how to process in the Cashbook.It would be an advantage if users attending have a general knowledge of standard UK Accounting requirements.

 

By attending this course you will learn:

  • how to create bank accounts and cashbook types

  • linking your data to the sales, purchase and nominal ledgers

  • reconciling your bank accounts

  • batch processing and recurring payments

  • sales, purchase and nominal postings

  • multi-currency

  • month end procedures.

 

 

Supply Chain Management

We provide Supply Chain Management training on the Invoicing, Sales Order Processing, Purchase Order Processing, Stock Control, Stocktake and Bill of Materials modules. These modules are closely linked with most processes affecting Stock levels. In aid of this, our dedicated training team will assess your user processes and design a session around your specific needs as a company. This is an invaluable opportunity to optimise in-house processing and utilise all the features Opera has to offer.

Sales Order Processing

This course is ideal for all staff members who interact with the generation of documents relating to Invoicing.

 

By attending this course you will learn:

  • how to process contract documents

  • creating proformas, quotations, sales orders, delivery notes, invoices and credit notes

  • batch processing and repeat invoicing

  • customer and special price lists

  • back-to-back processing.

 

 

Purchase Order Processing

Any staff involved in raising PO’s and receiving goods would greatly benefit from this session.

 

By attending this course you will learn:

  • creating and authorising requisitions and live PO’s

  • raising POs and receiving goods

  • PIR processing matching to PO’s

  • editing documents and PO reporting

  • committing PO’s and how this affects stock.

 

 

Stock Ledger

This is the ideal session for Staff involved in the management of Stock and Warehousing.

 

By attending this course you will learn:

  • how to create a stock item

  • stock categories and profiles

  • serial number tracking and batch processing

  • stock receipts, issues and adjustments

  • detailed stock ledger view screen reporting

  • multi warehousing.

 

 

Bill of Materials

This is the ideal session for Staff involved in the management of Stock.

 

By attending this course you will learn:

  • how to create components, assembly and sub-assembly items

  • labour and miscellaneous items

  • creating, editing BOM’s and using the works order process

  • understanding costing with BOM’s and the link with stock.

 

 
 

Customer Relationship Management

Our Customer Relationship Management training sessions in the Sales Pipeline, Service & Helpdesk Management modules are ideal for all members of your Sales Team. CRM enables you to manage opportunities, convert them into sales by generating prospects and managing relationships effectively so they become customers. As you can see, training your staff to utilise all functionality of Opera CRM will incur direct revenue via customer generation.

Sales Pipeline Management

For all Sales and Financial staff that have an understanding of Sales Pipelines and Customer Management, this session will greatly benefit how Prospects and Clients are managed by going through the extensive features of Opera 3 SPM.

 

By attending this course you will learn:

  • how to create prospects, customers and competitors

  • adding internal and external contacts to companies and sites

  • how to create and manage sales opportunities

  • to set activities and tasks for yourself and colleagues/members of staff

  • managing contact groups, mail merge and bulk email

  • interaction with Microsoft Office

  • linking quote to the Opera 3 SOP module

  • reporting from the sales pipeline.

 

 

Service Management

Ideal for users whose job role includes project planning and processing.

 

By attending this course you will learn:

  • project and stock processing

  • how to create and manage service contracts and customer service level agreements

  • contract equipment registers

  • running mail merge and bulk email

  • project reporting

  • linking to the Opera 3 SOP module and raising invoices.

 
 

Helpdesk Management

Payroll & HR

We appreciate that the Payroll module provides multiple levels of processing dependent on user responsibility and permissions. As such we provide introductory training starting at processing the payroll, reporting, end of period, payment/deduction settings and HMRC submissions – most useful for Payroll Clerks. However, for Payroll/HR Managers and Directors the advanced sessions will cover advanced processing, calendar management, interaction with Financial modules and Year End procedures.

Introduction to Payroll

This course is designed for new users of Payroll or users wishing to improve existing skills.

 

By attending this course you will learn:

  • an overview of Opera 3 Payroll and running Payroll from start to finish

  • printing payslips and end of period reports

  • payment, deduction and employee profiles

  • the settings in your payroll module

  • Pegasus HMRC Online Filing Manager.

 

 

Intermediate Payroll

We recommend that experienced users attend this course to refine their advanced processing

 

By attending this course you will learn:

  • advanced SMP, SPP, SSP processing

  • SSP absence calendars

  • how the Payroll Module interacts with the Nominal Ledger

  • how the Payroll Module links with the Cashbook and other modules

  • attachment orders and overriding PAYE and Tax

  • P32 Processing and Pegasus Online Filing Manager.

 

 

Advanced Payroll

Personnel

This course is ideal for all staff members processing in the Personnel module.

 

By attending this course you will learn:

  • how to create and maintain employee records with details such as absenteeism and salary

  • using the Benefits section to record information required for the P11D

  • how to utilise individual employee diaries to view work and holiday patterns

  • integration with the Payroll Module

  • setting up defined lists for employees such as job titles and marital status.

 

This course is ideal for all staff members who utilise Helpdesk Management.

 

By attending this course you will learn:

  • how to raise, assign and maintain helpdesk issues

  • setting helpdesk tasks and assigning technician schedules

  • service level agreements and linking the helpdesk to the service contracts

  • reporting from the helpdesk, mail merge and bulk email

  • how the module interacts with Microsoft Office.

 
 

This course is designed with Payroll/HR Managers and Directors in mind.

 

By attending this course you will learn:

  • Payroll Module integration with other modules and XRL Reporting

  • Payroll year end and month end procedures

  • setting user rights

  • Payroll view reporting and exporting information to MS Excel

  • integration with the Personnel Module.

 

 

 
 

Pegasus XRL

Our XRL training is available at introductory, intermediate & advanced levels. With many levels of analysis, XRL gives you the tools to manipulate and report on live Opera data using MS Excel. Sessions start by informing users of the tools needed to extract specific data required to manipulate. Following general processing guidance, we will assess your specific requirements regarding data uploads, macros, data look-ups, reporting styles and formats and design the session accordingly.

Introduction to XRL

Intermediate XRL

This course is essential for all first time users of XRL as it will cover the core facilities to extract data from your financial system to manipulate as required.

 

By attending this course you will learn:

  • how to create reports and links

  • simple profit & loss report and balance sheet

  • creating on-screen criteria

  • macro buttons

  • combining multiple links and reports

  • chart of accounts and data tables

  • techniques to better report.

 

 

For Users feeling confident with XRL this course will enhance the ability to create advanced reports using the extensive functionality of XRL and Excel.

 

By attending this course you will learn:

  • using the report layout designer

  • adding automatic sub totalling

  • conditional formatting

  • pivot tables

  • cube analysis

  • user defined fields.

 
 

Advanced XRL

System Management

Our System Management Training Course is highly recommended for the main user of Opera. It covers vital instructions on how to maintain a healthy system and process safely as a company.

Administration

This training course is designed to provide a complete overview of the Administration module of Opera and the processes that can be used to ensure safe and undisturbed processing.

 

By attending this course you will learn:

  • user preferences

  • maintenance

  • backups/restore

  • update data structures

  • view event log and monitor users

  • user profiles and groups

  • scheduling—messaging and shutdown.

 
 

This bespoke session is ideal for Finance Managers and Directors who are looking for unique reporting capabilities and it is essential for users attending the course to have thorough knowledge of XRL.

 

By attending this course you will learn:

  • Payroll Module integration with other modules and XRL Reporting

  • Payroll year end and month end procedures

  • setting user rights

  • Payroll view reporting and exporting information to MS Excel

  • integration with the Personnel Module.

 

 

 

Download the document with all the Training Courses and certifications details.

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