Posts by Jim Schein
Streamlining Retainer Management with SuiteProjects Pro Scripting
The Challenge of Retainer Management Professional services organizations using retainer-based billing models face unique challenges when managing prepayments. As clients provide advance payments to secure services, your finance team must…
Read MoreNetSuite SuiteProjects Pro Evolution: When Custom Scripts Inspire Standard Features
In the dynamic world of NetSuite SuiteProjects Pro software development, innovation often starts with custom solutions that address specific user needs. At Top Step, we’ve consistently advocated for leveraging custom…
Read MoreBeyond the Audit Trail: Leveraging Custom Scripts in OpenAir for More Efficient Data Auditing
In today’s data-driven business landscape, effective data auditing is more crucial than ever. It’s not just about assessing data quality; it’s about ensuring the integrity of your decision-making process, maintaining…
Read MoreStreamline Your Holiday Timekeeping: Automate Holiday Hours in OpenAir
As the July 4th holiday approaches, it’s the perfect time to consider how your organization handles holiday timekeeping. Many businesses require employees to manually enter holiday hours on their timesheets,…
Read MoreBeyond Out-of-the-Box: Advanced OpenAir Financial Workflows
For professional services firms, financial oversight of project budgets, accounts receivable and revenue recognition is paramount. Yet disjointed systems and manual processes often undermine visibility and control. The Challenges Several…
Read MoreThe Expert Touch: How Top Step’s OpenAir Custom Scripting Transformed Operations for a Consulting Firm
Business was booming for a recent client of Top Step. This consulting firm’s primary business provides expertise (staffing resources) to other professional services organizations. This consulting agency was currently managing…
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