Expert Quick Tips
If 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…
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OpenAir 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…
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Thanks 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…
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Sometimes 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…
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If 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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When projects are integrated from NetSuite to OpenAir, users may notice they don’t immediately appear in the Projects list (Projects > Projects > All), even after refreshing the page. While…
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One of the strengths of OpenAir is the flexibility for billing time. This tip shows another option to set billing rates on approved time entries. Time based billing rule options…
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Save time by using the “Tag and Copy” feature to update auto-run settings for project billing or recognition rules in bulk. You tag the project that has the settings you…
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Check out these navigation tips and tricks to optimize your usage of NetSuite OpenAir. Using the Back Button Did you know that most records opened via a list view in…
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If your organization uses Resource Bookings, changes may be needed from time to time. Consider using the Worksheet view. Changes to multiple bookings can be updated all at once for…
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