Posts by Jodi Cicci
Filtering Data on Reports While You Are Viewing Them
Did you know you can filter data on reports while you are viewing them? Summary report creation in OpenAir certainly has a wide variety of content filtering, subtotaling, timeframe control,…
Read MoreCopying Bookings From One Project to Another
Did you know you can copy bookings from one project to another in OpenAir? If you are using bookings for resource scheduling, there is often the question of ‘can you…
Read MoreEmailing Trial Billing Balances From OpenAir
Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency. However, there…
Read MoreCopying Booking Chart Settings From One User to Another
Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature is how resource management is…
Read MoreAdjust Columns of Timesheets to Minimize Scrolling
Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may have run into the issue…
Read MorePreviewing Billing & Revenue Transactions in OpenAir
Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end processing always has a series…
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