Expert Quick Tips
OpenAir allows for various forecasting methods based on a variety of Revenue Recognition rules. The out of the box standard rules account for the vast majority of forecasting needs. These…
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Gone are the days of needing to submit support cases to enable NetSuite Connector administrative settings! With its latest feature release (April 2021), NetSuite OpenAir has introduced the ability for…
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First, you will need to have a switch enabled; Switch name: “Enable selecting if a contact can be a Primary Billing Contact/Billing Contact 3/Billing Contact 2”. When the switch is…
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The OpenAir Resource Booking Planner is a powerful tool that lets you create and modify resource bookings in a user-friendly and dynamic interface. One of the most useful features of…
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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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