Expert Quick Tips
When managing time-off requests in SuiteProjects Pro, depending on your internal process it may be important for managers to see an employee’s current leave accrual balance during the approval process. This quick tip explains how to enable and configure this visibility feature. Key Points to Understand The leave accrual balance is only visible to the…
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 with a retainer is credited, the total charge is reverted, but the retainer amount stays on the original invoice. If this step is overlooked, it…
What 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 to the SuiteProjects Pro scripting engine. How have SuiteProjects Pro clients used this? Here are a couple of example use cases: A company with a…
Previously 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, all tasks can now be easily found in the new To-Do List and can be accessed from any time and from any screen. What is…
Did 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 contrast from other text, use HTML to make it stand out. Example: Update the “Additional text or HTML to print on the invoice” Before the…
By 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 (formerly known as OpenAir) ignores all the report level filters and only respects the custom calculation level filters for that record type. An example is…
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 you have shown others in your organization, or some may have just wandered into creating their own. At some point, your instance will accumulate many…
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 fields you can see in the invoice. There are instances where for a specific customer, the terminology will be different to another customer you send…
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 the various information that is used to calculate the amount for each revenue recognition transaction. These fields are populated automatically when OpenAir creates each revenue…
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 open for others to complete their work. The “Restrict named employees from entering or submitting time or expenses against a task” feature can be helpful…
