Expert Quick Tips
Streamline Your Workflow with OpenAir Mobile 5.1 OpenAir Mobile 5.1 – Draft Inbox Feature for Time Entry & Expense Receipts Get ready to elevate your productivity with the latest update to OpenAir Mobile. The latest version 5.1, became available on iOS and Android as of May 15, 2024. This release brought a new feature: the…
A user may need to update the accounting period on timesheets en masse. Or perhaps they need to delete and remove some blank timesheets. However, when they navigate to the timesheet module, it appears that a bulk update option is unavailable. Why is the Bulk Action Icon missing when you navigate to Timesheet > Time…
OpenAir sends automated notifications associated with many different events, including (but not limited to): Booking creation Issue status update Task assignment Certain project updates Not every organization is interested in having these emails sent, or they may want them sent for certain items and not others. OpenAir provides a method of identifying on the item’s…
Managing bookings effectively in OpenAir involves leveraging the platform’s various features and tools designed for resource and project management. Here are some steps and best practices to help you streamline the process: Set Up Resource Profiles Resource Information: Ensure all resource profiles are complete with relevant details such as skills, certifications, availability, and roles. Resource…
Identifying when a resource is overworked or underutilized can be difficult when working across multiple teams and many projects. OpenAir helps simplify the process by providing visual indicators when creating bookings in the project center to help managers quickly identify when a resource bottleneck may occur. Configuration Steps Starting in October 2022, resource availability is…
Does your organization do business in multiple countries? Here is an easy way to create Invoice Layouts for each Language. Step 1 Go to Administration > Application Settings > Invoices >Invoice Layouts Create the desired layout. Scroll down to Invoice Terminology. Step 2 Duplicate the Invoice Layout screen and do a split screen to put…
OpenAir acknowledges a successful export by marking a record as exported and displaying its corresponding ID from NetSuite on the OpenAir record Properties form. However, if the export process is interrupted before receiving confirmation from NetSuite, records might be sent to NetSuite without being marked as exported in OpenAir. As a result, upon the next…
One of well-known necessities of navigating a cloud database platform is a Data Dictionary. A Data Dictionary is much like a regular dictionary, but instead of words, contains all definitions of system records and their fields. Knowing how to find and use the OpenAir Data Dictionary is incredibly helpful for configuring your OpenAir instance successfully.…
By enabling direct token-based authentication (TBA), it utilizes a more robust communication channel between OpenAir and NetSuite. This simplifies the authentication process when running NetSuite Connector resulting in faster integration runs. To enable this feature, you need to do the following. In NetSuite: Make sure that your OpenAir SRP Integration bundle is updated to the…
Some invoices have expense charges, and you might want to make the supporting receipt attachments for those charges available along with the OpenAir invoice. For invoices where you want to provide this information, go to Administration > Application Settings > Invoices Settings > Invoice Layouts, then select a layout from the list. Scroll to the…
