Expert Quick Tips
Understanding how retainers are managed when crediting invoices is crucial for maintaining accurate financial records and ensuring your retainer balances are correctly applied in NetSuite SuiteProjects Pro. When an invoice…
Read MoreWhat is it? The Business Intelligence Connector is an add-on to SuiteProjects Pro that allows list views and reports built in the application to be fed to other applications or…
Read MorePreviously users had to visit several locations and dashboards to find all of the tasks assigned to them. With the October 2024 release of OpenAir, now known as SuiteProjects Pro,…
Read MoreDid you know you can change the additional text color, size, bold underline and italics? If you want some of your text to stand out and have a bit more…
Read MoreBy default, if you have a custom calculation on your report and that custom calculation has a filter on the same record type as your report level filters, SuiteProjects Pro…
Read MoreIf you’ve come across our Streamlining Configuration for Saved List Views in OpenAir Expert Tip, then you have certainly made a few List Views for yourself or your firm. Maybe…
Read MoreOpenAir Invoice layouts allow you to configure the appearance of an invoice. You can sort or group items as an example, but you can also override the terminology of the…
Read MoreThanks to a recent update, auditing revenue recognition transactions created by the Incurred vs. Forecast revenue recognition rule just became much easier. You can now create custom fields to hold…
Read MoreSometimes a project task has many resources assigned, and not all for the same duration. One assignee’s work on the Task could be completed, but the Task needs to remain…
Read MoreIf you struggle to find the filters you need on a tabular report, using a crosstabbed report and suppressing the measures may be a good alternative. Crosstabbed reports have exponentially…
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