Expert Quick Tips
Ever wonder what this icon is for in OpenAir? It’s the OpenAir ‘Product Updates’ icon, located on the top right-hand side of the page banner. Clicking the icon opens a…
PSA firms that recognize revenue using ASC 606 standards need the ability to allocate revenue as services are delivered, and this can feel like a heavy lift for organizations with…
Have you ever taken the time to get your dashboard portlets resized just right, only to navigate away from the page and find them automatically resized when you come back?…
Ever come across projects that remain active in your OpenAir instance despite all tasks being closed? Don’t have time to audit this as regularly as needed but want to ensure these projects are deactivated so…
OpenAir allows you to create multiple OpenAir Dashboards in order to display data in charts for monitoring important data. Often Dashboards are built by power users where key data is…
A rarely used feature of OpenAir is the auto-approval thresholds. This feature is particularly helpful for organizations that do not have other business applications to provide these controls; or for…
OpenAir provides the ability to send a link to an invoice directly to the client through the “Send” page on the invoice itself. The “Send” link is highlighted in the…
Retainers serve as an advanced payment of the customer agreement. A retainer can be applied to the Invoice associated with the customer and deducted from the invoice’s total. On an…
The Percent Complete of a Task can be very handy when used to trigger billing events (Fixed fee on % complete billing rule) and revenue recognition (% Complete recognition rule).…
When sending an invoice from OpenAir, the sender that appears in the email will default to the user who sends the invoice, however this can be changed so that the…
