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Using the Task Percent Complete Setting in OpenAir

By Ali Walsh | May 23, 2022 | Comments Off on Using the Task Percent Complete Setting in OpenAir

The Task Percent complete interval controls many settings in OpenAir.  This setting is found in Other Settings within the Project Module administration settings. For any task-oriented percent complete calculation that…

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NetSuite OpenAir: Help Center vs. Suite Answers

By Amy McFadzean | May 16, 2022 | Comments Off on NetSuite OpenAir: Help Center vs. Suite Answers

NetSuite OpenAir has a couple of places, within the tool, set up as knowledge bases and tools for users. Both have great uses, depending on your role and function within…

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OpenAir Redesigned Advanced Filters (Optional Feature)

By Alexis Jackson | May 9, 2022 | Comments Off on OpenAir Redesigned Advanced Filters (Optional Feature)

The Redesigned Advanced Filters feature is an update to the previous existing advanced filters on redesigned list views. The redesigned advanced filters panel is compact and lists filter conditions horizontally instead of vertically. It lets you select and apply saved filters directly…

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The OpenAir Self-Rejection of Timesheets Feature

By Jim Schein | May 2, 2022 | Comments Off on The OpenAir Self-Rejection of Timesheets Feature

It’s not uncommon for a user to enter all of their time on a timesheet and submit the timesheet – and then notice something is off.  It’s not *as* common…

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Grouping Multiple Fixed Fee Charges Within an OpenAir Invoice Layout

By Ronn Breaux | April 25, 2022 | Comments Off on Grouping Multiple Fixed Fee Charges Within an OpenAir Invoice Layout

Business case: Client has multiple fixed fee charges with the same description but with different services and needs the fixed charges to appear as 1 charge on the Invoice. Challenge:…

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Adding Multiple Report Filters In OpenAir – It’s Always an “And”, Not an “Or”.

By Bianca Marinca | April 11, 2022 | Comments Off on Adding Multiple Report Filters In OpenAir – It’s Always an “And”, Not an “Or”.

When trying to create a report in OpenAir one thing to keep in mind with filters is when adding each filter, they act as an “and” with each other, not…

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Using Current Periods to Customize Accounting Dates in OpenAir

By James Owen | April 4, 2022 | Comments Off on Using Current Periods to Customize Accounting Dates in OpenAir

OpenAir’s accounting period functionality lets you associate separate accounting dates with most transactions.  This feature also allows you to define Current Periods.  A current period can be associated with an…

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Renaming Standard Values in OpenAir Reports

By Ronn Breaux | March 28, 2022 | Comments Off on Renaming Standard Values in OpenAir Reports

Custom calculations allow you to create new reportable values when there is no standard field available.  You can name the field to match your nomenclature and shorten the name for…

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OpenAir Timesheet Duration Override at the User Level

By Kim Ward | March 21, 2022 | Comments Off on OpenAir Timesheet Duration Override at the User Level

This feature in OpenAir permits users to be set to their own timesheet duration, overriding the company level default duration setting.

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How to Setup Timesheet and Expense Line-Item Rejection Notifications in OpenAir

By Andrea Larsen | March 14, 2022 | Comments Off on How to Setup Timesheet and Expense Line-Item Rejection Notifications in OpenAir

Timesheet rejection notifications are commonly used in OpenAir to notify users that an entire timesheet has been rejected. Out of the box, new instances of OpenAir are usually set up…

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