Expert Quick Tips
Often, we work with clients that have the concept of Project Portfolio managers. Portfolio managers need access to a group of projects within the project, resource and report modules; however, they are not project owners, nor are they assigned or booked to those projects. So how do you give access to this group of projects…
Enabling multi-currency in your system provides a comprehensive view of various currencies within reports, offering a broad spectrum of metrics. However, navigating through multiple currencies in reports might seem overwhelming at times. To streamline your reporting and simplify the interface, you can selectively choose the currencies you want to focus on. Navigate to Reports :…
There are several use cases for needing to change the owner of a report in NetSuite OpenAir. Maybe you created a report for someone else and you’d like to simply make them the owner of it instead of sharing it with them and deleting the original. Or perhaps someone left the company and you need…
Normally, OpenAir users do two separate uploads for importing time entries to OpenAir. The first upload is to create timesheets and then the second upload to create the time entries on the timesheets. The important part on the second upload is having the timesheet_id or timesheet internal ids generated from the first upload and associating…
Creating Client Contacts In OpenAir you can associate contact information to a client record. These contacts can be designated as billing contacts to receive invoices, or simply additional customer contacts who can receive scheduled reports or otherwise be associated with the client. By default customer contacts are managed in the Customers section of OpenAir Administrative…
Normally, if we are creating revenue recognition rules using the NetSuite OpenAir Integration Manager tool, we use the Rev. Recogn. Rule import. However, this does not work for the fixed amount revenue recognition rule, especially if there are multiple lines with different amounts to be recognized under the same rule. To successfully import a fixed…
Some time ago, American Express changed the format of their CSV export for a “solo user” account such that it is no longer accepted by the American Express receipt import wizard. This tip explains how to format a CSV file that the wizard will accept. This format can be used to import ANY receipts whether…
Does your organization struggle with physical scans/copies of receipts for incurred expenses being erroneously attached at the expense report (header) level? Do you spend unnecessary time sorting through numerous attachments at the report level trying to align each attachment back to the receipt (line) level on the expense report? If so, you can simply hide…
Many NetSuite OpenAir customers utilize NetSuite OpenAir bookings for project management and resource forecasting. However, time entry on timesheets to log actual time incurred may still be a necessity. With this feature, time entries will automatically populate from resource bookings upon creation of a timesheet. How to enable this feature Navigate to Administration > Application…
OpenAir offers powerful reporting capabilities that allow you to access and share key data from your OpenAir system. However, it’s not uncommon for our customers to report that they are seeing data in their report that is not supposed to be included based on how they’ve configured their report. One of the first things that…
