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 meticulously track these funds, apply them accurately to invoices, and maintain a clear audit trail of all transactions. Without automation, this process can become error-prone…
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 scripts to enhance NetSuite SuiteProjects Pro’s functionality. Today, we’re excited to discuss a development that showcases the evolution of software features and the continued importance…
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 compliance, and safeguarding against potential risks. For professional services organizations using NetSuite OpenAir, robust data auditing capabilities are essential for maintaining operational excellence. The Power…
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, but this seemingly simple task can lead to unexpected complications and inefficiencies. The Holiday Timekeeping Dilemma When employees return from a holiday, they’re often faced…
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 common issues arise for finance teams when solely relying on OpenAir’s out-of-the-box functionality: Decentralized Invoice Generation – Inconsistent formats and approvals Delayed Payment Notifications –…
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 over 200 contractors assigned to varying client projects, submitting timesheets and expenses through NetSuite OpenAir. While growth was positive, operations were increasingly difficult to manage.…
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