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Auditing and Cleaning Up Reports in OpenAir

By Bianca Marinca | January 31, 2022 | Comments Off on Auditing and Cleaning Up Reports in OpenAir

When completing your standard administrative auditing processes in OpenAir, it’s a good idea to review report usage and clean up reports owned by inactive users. Having reports that have not…

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Integrating NetSuite Custom Record Types to OpenAir Records

By Ronn Breaux | January 24, 2022 | Comments Off on Integrating NetSuite Custom Record Types to OpenAir Records

When using OpenAir and NetSuite, you can create custom record types in NetSuite and have them seamlessly sync to OpenAir.  NetSuite custom record type allows you to add picklist fields…

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How to Update Information on Your Generic Resources in OpenAir

By James Owen | January 17, 2022 | Comments Off on How to Update Information on Your Generic Resources in OpenAir

OpenAir provides the capability to add Generic Resources with many of the same Demographic and other fields available on regular user records.  Custom fields, entity tags, Job code, Cost, etc.…

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How to Pro-Rate Charges During Invoice Creation in OpenAir

By Jim Schein | January 10, 2022 | Comments Off on How to Pro-Rate Charges During Invoice Creation in OpenAir

OpenAir provides a feature that allows invoices to be pro-rated at the time of creation.  This feature requires a switch be enabled by OpenAir Support.  Once the switch is activated,…

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Using the Pricing Feature in OpenAir

By Kim Ward | December 22, 2021 | Comments Off on Using the Pricing Feature in OpenAir

The Project Pricing feature lets you create pricing estimates for specific projects based on different staffing, rates, and time required scenarios, and automatically view the key financial analysis for those scenarios. The feature can…

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Custom Scripts for Data Auditing in OpenAir

By Andrea Larsen | December 14, 2021 | Comments Off on Custom Scripts for Data Auditing in OpenAir

Are you constantly finding OpenAir records with missing fields or fields populated incorrectly? Leverage OpenAir scripting to automate and monitor data cleanliness and integrity. With OpenAir you can implement custom…

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Speeding Up Billing and Invoicing in OpenAir

By Tres Churchill | December 7, 2021 | Comments Off on Speeding Up Billing and Invoicing in OpenAir

Speed up billing and invoicing in OpenAir using the feature Allow project approved time to be billed. This feature affects the timesheet approval process by allowing time entries that have…

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Setting Audit Trail Fields for Use in OpenAir Summary Reports

By Jim Schein | November 23, 2021 | Comments Off on Setting Audit Trail Fields for Use in OpenAir Summary Reports

Enabling the OpenAir switch, “Audit Trail Values Available in Summary Reports”, allows for the display of a new section in the Reports -> Options screen.  This section shows all of…

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Organizing Migrated Data in OpenAir

By Amy McFadzean | November 16, 2021 | Comments Off on Organizing Migrated Data in OpenAir

Calling all OpenAir Administrators! If your organization has ever acquired another company, or been acquired, and will be migrating data from either another OpenAir instance or an external source, there…

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How to Configure Time Entry Rounding at the User Level in OpenAir

By Alexis Jackson | November 10, 2021 | Comments Off on How to Configure Time Entry Rounding at the User Level in OpenAir

OpenAir allows its users to enter time entries on their timesheet in a multitude of values. For some companies, it may be necessary to round these time entries depending upon…

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