Expert Quick Tips
OpenAir provides the ability to send a link to an invoice directly to the client through the “Send” page on the invoice itself. The “Send” link is highlighted in the…
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Retainers serve as an advanced payment of the customer agreement. A retainer can be applied to the Invoice associated with the customer and deducted from the invoice’s total. On an…
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The Percent Complete of a Task can be very handy when used to trigger billing events (Fixed fee on % complete billing rule) and revenue recognition (% Complete recognition rule).…
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When sending an invoice from OpenAir, the sender that appears in the email will default to the user who sends the invoice, however this can be changed so that the…
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Using OpenAir billing rules, you can configure the rules to convert hours recorded on timesheets into days in order to invoice a customer by number of days. Within a time…
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OpenAir has the ability to link two custom dropdowns such that the values in the child dropdown will be dependent on the selection of the value in the parent dropdown.…
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Balanced Incurred vs Forecast rule uses Internal Pivot Date when recognizing revenues. If an organization uses Accounting Dates this is a great option. For timesheets, the rule will recognize revenue…
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If your company is like most, the OpenAir Reports module is used by many users in different parts of the organization to get and share information about your Projects, Users,…
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If the ‘Delete’ button on an Approval Routing does not appear, even though it has no transactions routed through it, it can be due to the Approval Process being set…
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OpenAir’s form permission rules are a great way to customize any forms—Project Properties, Timesheets, Expense Reports, etc. You can create your own logic to show/hide fields, make fields read-only or…
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