Expert Quick Tips
Primary filter sets set on user record limit what records a user has access to. However, it is common to have the need to group clients and users in member…
Saving List Views is a simple and effective way to standardize user experience in OpenAir for efficient communication and training. Editing your list view OpenAir allows users to edit their…
Did you know you can create custom URL fields on various record types in NetSuite OpenAir to link to cloud storage (ie. Google Drive, OneDrive, SharePoint etc) based files and…
NetSuite OpenAir offers a number of ways to integrate with NetSuite Financials using the NetSuite connector : Manually, batched Schedules and in Real Time. Setting up a real time connector…
Some users prefer to enter their time into their timesheet by inputting the start and end time that they worked on a specific task. This enabled feature in the timesheet…
Keeping track of changes made to your NetSuite OpenAir account is essential for maintaining data integrity and ensuring accountability. Fortunately, OpenAir offers a handy feature called “Quick Audit Trails” that…
When exporting an invoice from OpenAir to NetSuite, the fields are typically limited to invoice fields; however, with minimal setup, OpenAir can map fields directly from a project to the…
Did you know you can have users’ weekly booked hours pre-populate timesheets in NetSuite OpenAir? We are commonly asked if a user’s booked or planned project hours for the week…
Organizations that would like to use percent complete revenue recognition rules often run into difficulty when their regular business processes do not include sufficient project or resource management information to…
When using the NetSuite Connector to create new users in OpenAir, it’s possible to customize the Primary Filter Set assigned for a user. This eliminates the need for manual updates…
