Uploading your Pegasus Opera 2/3 Data

How to securely upload your Pegasus Opera 2/3 data to Barclays LedgerShare

Barclays Connect is the application that connects to Pegasus Opera 2/3 on your computer and uploads your data securely. You start the upload in the LedgerShare portal, then install Barclays Connect and follow the steps for Pegasus Opera 2/3.

Before you start

Check these things before you begin. Sorting them out now avoids getting interrupted partway through the upload.

• Read Please read this BEFORE trying to upload data.
• Check the Barclays Connect Technical Specifications are in place on your machine. This covers the user permissions Barclays Connect needs to install and run.
• Make sure you're online. Your data is sent while the process runs, so a stable internet connection is needed throughout.
• Have your accounting package open and accessible, with the data you want to upload ready. Barclays Connect connects directly to it to read your accounts.
• Know the User ID and Password that can access your Pegasus Opera 2/3 data.
• If you have more than one installation or company, know which one holds the data you're uploading. You'll pick it during setup.

If you have more than one installation of Pegasus Opera 2/3, you also need to know which version holds the data you want to upload. Your IT team can help if you are not sure.

Start your upload

Start your upload and install Barclays Connect

Step 1

Get started with your engagement

Log in to the LedgerShare portal, select the relevant Engagement, then select Share Data Now. If you have uploaded to this engagement before, the button is called Connect instead.

Step 2

Choose your accounting package

On Which accounting package do you use?, search for your accounting package or choose it from the popular list. It may already be selected for your engagement.

Your upload includes Accounts Receivable and Accounts Payable by default. To also include the General Ledger and Trial Balance, select Include General Ledger and Trial Balance. Then select Next.

Step 3

Download the application

On Download the application, select Download. This downloads Barclays Connect, which appears on screen as VClient.

Step 4

Open the downloaded file

Your browser downloads vClient.application. What you see next depends on your browser.

Google Chrome

If Chrome asks whether to keep the file, select Keep. Then select vClient.application in your downloads to start the installation.

Mozilla Firefox

When Firefox asks what to do with the file, select Save. When the download finishes, select vClient.application, then select OK to confirm you want to open it.

Microsoft Edge

When Edge asks what to do with the file, select Open.

For more detail, see the full guides for Google Chrome, Firefox and Microsoft Edge.

Step 5

Install Barclays Connect

When the installation window appears, select Install to continue. The URL shown may differ from yours depending on your region.

Barclays Connect opens automatically once installed. Continue with the steps below.

Connecting with Pegasus Opera 2/3

Barclays Connect opens automatically once installed, and locates your Pegasus Opera 2/3 installation and version. Follow these steps in Barclays Connect.

Step 1

Select your version

Choose the Version of Pegasus Opera 2/3 from the drop-down menu, then select Next.

Step 2

Select your company

Choose the Company you want to upload from the drop-down list, then select Next.

Step 3

Data extraction

Barclays Connect begins extracting your data, with a progress display. This can take a few minutes depending on the size of your database and how many entries it holds. Once everything has been read, the data is compressed, encrypted and sent securely to the Barclays central system. You can carry on with other work while it runs, but do not close the Barclays Connect window or interrupt the extraction process.

Step 4

Complete

Once the upload finishes, a success message is displayed. Select Close to exit Barclays Connect. There is nothing more to do.

After you've uploaded your data

Your data now queues for processing in the Barclays central system. You can track its progress in the LedgerShare portal, in the Upload Status column. When it shows Upload Completed, your data is ready. You may need to refresh your browser to see updates.

Doing a Month End Reconciliation?

Once the upload shows Upload Completed, select New Reconciliation at the top of the Dashboard to start your reconciliation. The button only appears once an upload has completed, and only if reconciliation is switched on for your engagement.

A reconciliation only needs your Accounts Receivable and Accounts Payable, which every upload includes. For more, see Month End Reconciliation uploads.

Troubleshooting

If Barclays Connect won't install, or can't see your company data, these will help you work out why:

• Barclays Connect Technical Specifications, to check your computer is set up correctly, or to send to your IT team if your computer is centrally managed.
• Barclays Connect Microsoft .NET Framework and Windows Requirements, to check your Windows and .NET versions.

A firewall or antivirus blocking Barclays Connect is a common cause, and usually needs your IT team to resolve.

If you run into any issues during this process, please raise a ticket with our support team.