Posts by Kristen MacMillan
Effective Time Billing Practices in SuiteProjects Pro
In our recent Power Up Series video, we explored best practices for implementing billing rules in SuiteProjects Pro. Some key takeaways: The importance of multi-currency support and date ranges for managing rates across different periods Using rate cards effectively to standardize billing across job codes and roles Leveraging the flexibility of task-based billing assignments for…
Read MoreSuiteProjects Pro Power-Up Series: Classic Report Interface vs Report Management Interface
In this short video we discuss: Exploring the pros and cons of both the classic and new reporting interfaces Learning how to control interface access on a user-by-user basis Understanding the key features of each reporting interface Discovering tips for more efficient report creation and management Gaining insights into interface customization and search capabilities Frequently…
Read MoreTop Step Launches CollabCenter: Enhancing Client Collaboration for NetSuite OpenAir Users
Top Step, a leader in Professional Services Automation (PSA) solutions, has announced the full release of CollabCenter, a revolutionary extension for NetSuite OpenAir. This innovative add-on is set to transform how organizations collaborate with their clients and elevate successful project outcomes through transparency of project progress. CollabCenter addresses critical gaps in client collaboration and project…
Read MoreOpenAir BI Connector Best Practices
Are you looking to seamlessly integrate your OpenAir data with external systems and BI tools? Watch this OpenAir Power Up Series video, where we’ll explore the capabilities of the Business Intelligence (BI) connector. Discover how this powerful feature can streamline your reporting process, enhance data visibility, and open up new possibilities for data-driven decision-making. Key…
Read MoreRevolutionizing CRO Operations: Insights from Top Step and Sikich
Clinical Research Organizations (CROs) face numerous operational challenges in today’s complex landscape. In a recent webinar, experts from Top Step and Sikich shared strategies to optimize study execution and financial management for CROs. The discussion focused on ways to streamline processes, enhance efficiency, and drive business growth. Be sure to read to the end –…
Read MoreSecrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding visuals and custom terminology Tailoring layouts for different clients/projects And more! Frequently Asked Questions Can you correct multiple timesheets in a single action? Using the…
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