Expert Quick Tips
Whenever you need to contact NetSuite OpenAir’s Support team to request an internal switch, a Sandbox refresh, or miscellaneous product assistance, you will always be asked to provide your company’s database ID. Rather than searching through old emails, files, or hand-written notes to find it, there is a simple way to access it directly within…
Did you know that NetSuite OpenAir has a feature to allow customers to approve timesheets and expense reports prior to billing? The Signers feature works as an external approval process for time and expense. Signers do not need any login credentials. If your customers require approval of time and expense incurred prior to billing, you can leverage the Signers…
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 filter sets to limit access to groups of users. This is very common in acquisitions, where a company acquires a company and they want to…
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 list view layouts by clicking on the Customize list view icon. Select/deselect until only desired fields are shown. You can sort the order in which…
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 folders? Instead of attaching items directly on OpenAir records and dealing with storage space limit challenges or worrying about uploading or attaching documents in numerous…
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 will allow you to send data to NetSuite without delay. This functionality is limited to the following modules : Timesheets, Invoices, Purchase Requests, Expense Reports,…
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 module will allow for users to auto populate their time entries with the worked hours amount. Previously the start and end times were not visible…
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 allows you to monitor modifications made to various settings and custom fields. Quick Audit Trail for Administration Settings The “Quick Audit Trail for Administration Settings”…
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 invoice header in NetSuite. This mapping allows a project owner to set information on the OpenAir project that can flow directly to the final invoice,…
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 can automatically populate the timesheet in NetSuite OpenAir; well, they can! To take advantage of this setting, contact NetSuite OpenAir Support and request that the…
