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NetSuite OpenAir Best Practices

Receiving a Copy of Automated OpenAir Emails Sent From You

Ever wish you had a copy of the automated OpenAir emails sent from you? Your OpenAir system has most likely been configured with various alerts, ...
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When Automated Lead Generation Leaves a Sour Taste

There is an annual event my company attends to network, gain insight into new technology, and learn about new technology partners that may help us ...
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Advanced Filtering Outside of Reports

You may be aware of the page filter capabilities within OpenAir to quickly filter information for more efficient data views. The standard page filtering feature ...
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Locking Columns

Review lists of data or reports information many times span beyond the width of your browser view, even with smaller font settings. When you scroll ...
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Anatomy of a Timesheet

Continuing with the timesheet requirements theme, now it’s time to figure out how precise your consultants and subcontractors need to be when entering time into ...
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Copying Auto-bill and Auto-run Settings Across Projects (aka Tag You’re It!)

Are you using the Auto-bill and/or Auto-run features for billing and recognition rules, respectively? System defaults can be set for any new projects to inherit ...
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Does it matter if I enter a timesheet?

In this ongoing blog series about timesheet practices, we look at who is responsible for entering timesheets in your organization.   One primary reason for timesheet ...
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What is the objective of a timesheet?

The objective of capturing time on a timesheet is generally to determine effort required to deliver client work.  The result of capturing this time is ...
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Grids vs. Forms for Expenses

A couple of years ago, OpenAir implemented a nice dynamic spreadsheet-type input device for expenses called the Expense Grid. Expense entry up to that point ...
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A timesheet is just a timesheet, isn’t it?

Back from vacation and time to pick up on those weekly blogs again!   I thought I would start with a topic near and dear to ...
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