Expert Quick Tips
It is often necessary or desired to transfer data between OpenAir and other systems. While many options are available to accommodate this, there are five primary methods to automate OpenAir…
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If you are in charge of sending invoices to clients, you have likely noticed that OpenAir only supports sending invoices to a single recipient. What do you do when you…
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You can mass update the approvers and approval processes for projects by using the Integration Manager tool. Below, are the instructions for updating project-related approvals. 1. To gather the data…
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There is no filtering on charge stage with any Invoice summary value out of the box. All charges (no matter what charge stage) by default are included in all out…
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OpenAir provides flexibility to control what each user can see or do. This can be done on a global level through applications setting, on a role level by defining…
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When using line item rejections within timesheets, there is an optional switch to re-join the rejected time entries to the original timesheet after all time is “approved”. This may seem…
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Periodically it is a good idea to review the privileges each role has in NetSuite OpenAir. Using the Role Privileges report will ensure each role has the correct privileges aligned…
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In the Spring 2019 release, OpenAir introduced the Project Center. This optional feature, which must be enabled by OpenAir support, merges common project management functions into a single screen. If…
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Improving the presentation of field data points in forms within OpenAir is easier with Tag custom fields. For left-minded individuals, or for those who consume information faster visually, you can…
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Did you know the OpenAir Report Interface now supports the dimension Project Job Code as a subtotal row value? You can also filter by Project Job Code on cross tabbed…
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