PCI Services Blog

Reason 5 - Pegasus Opera 2 Upgrade - Credit Management Reports

Posted by Richard Common on 11-Aug-2016 15:30:00
Find me on:

All of the following Reports are available when you upgrade from Opera 2 to Pegasus Opera 3

Diary Actions report:

Lists the diary actions that have been recorded, and can be exported to Excel. You can select to include actions for today only, from the last seven days, from the last thirty days or for a range of dates. You can also include completed actions, notes added for actions and only actions that have been marked for follow-up.

Promised Payments report:

Lists the values of payments that your customers have promised, and can be exported to Excel. Promised payments and dates are recorded on diary actions. You can sequence the report by: account (grouped by the user or the value), user (grouped by the customer account or the value), value, balance and promised date.

Action Types report:

An analysis of the Diary Actions that have been entered. Separate totals are displayed for each action, outstanding actions, overdue actions and completed actions.

Credit Management Groups report:

Displays the total outstanding debt for each group.

Outcome Types report:

Lists an analysis of the Outcome Types for diary actions that have been entered. Separate totals are displayed for all Outcome Types, outstanding actions, overdue actions and completed actions grouped by Outcome Type.

Unallocated Items report

To help you with housekeeping, so you can identify unallocated transactions prior to processing the Correspondence run in Debt Management.

Pegasus-Opera-3-Credit-Management-Reporting-PCI-Monepllier.png

 

Credit Management Reporting comes as standard with Pegasus Opera 3 Business Software.

Get the Full Document with many Pegasus Opera 2 Upgrade reasons:

Download the Full Reasons to Upgrade to Opera 3

 

Check out the related Blog Posts delivered as part of our Reasons to upgrade from Pegasus Opera 2 series:

Reason 17 - Business Improvement Features

Reason 16 - Business Cloud

Reason 15 - HMRC VAT 100 Filing Online

Reason 14 - Stock take

Reason 13 - Landed Costs Reporting

Reason 12 - Landed Cost

Reason 11 - Timesheets via Web Xchange

Reason 10 - Payroll Self Service Web Xchange

Reason 9 - Web Xchange

Reason 8 - Scheduler & Notification Services

Reason 7 - Salary Sacrifice

Reason 6 - Email Payslips & HMRC P60

Reason 4 - Credit Management Centre

Reason 3 - Open Period Accounting

Reason 2 - Error correction in the Ledgers

Reasons to upgrade from Pegasus Opera 2 - Excel Output Reports

Pegasus_Centre_of_Excellence_-_PCI_Monpellier.jpg

PCI Monpellier are a Pegasus Centre of Exellence

Topics: Pegasus, Software, Opera 2 Upgrade

Leave a reply