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How to Resolve Error When Invoice Is Submitted for Approval in OpenAir

By Alexis Jackson | March 2, 2021 | Comments Off on How to Resolve Error When Invoice Is Submitted for Approval in OpenAir
Stressed businessmen looking at laptop display

When a user is submitting an invoice for approval, they might encounter the following Error: “Please note the error id xxx for future reference”  If one then navigates to the…

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Apply Phase Filtering In Time Billing Rules in OpenAir

By Lindsay Mullinix | February 23, 2021 | Comments Off on Apply Phase Filtering In Time Billing Rules in OpenAir
Time is Money Concept

NetSuite OpenAir has the ability to apply task filters to time and expense billing rules. This can be problematic if you wish to bill all tasks within a phase, and…

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Adding Notes on Timesheets on a Per Project Basis in OpenAir

By Lindsay Mullinix | February 18, 2021 | Comments Off on Adding Notes on Timesheets on a Per Project Basis in OpenAir
Conceptual photo about failing to finish something by a deadline.

Did you know OpenAir has the ability to toggle the requirement for notes on timesheets on a per-project basis?  This is a practical solution for organizations that wish to maintain…

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Emailing Trial Billing Balances with NetSuite OpenAir

By Lindsay Mullinix | February 16, 2021 | Comments Off on Emailing Trial Billing Balances with NetSuite OpenAir
Doctor hand working with modern digital tablet computer interface as medical network concept in the morning at the desk.

Did you know you could email trial billing balances from NetSuite OpenAir? NetSuite OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency.…

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Include Aged Balances On Your Invoices With OpenAir

By Lindsay Mullinix | February 9, 2021 | Comments Off on Include Aged Balances On Your Invoices With OpenAir
Stacking balance

Did you know you could display your customer’s current balance on their invoice generated from OpenAir? Just modify your invoice layout to include the option ‘Include aged outstanding balances’ on…

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Creating Project Specific Reports in OpenAir

By Jimmy Morales | February 4, 2021 | Comments Off on Creating Project Specific Reports in OpenAir
Numbered old and faded time clock punch card wall rack

OpenAir has the ability to filter and aggregate values for reports in project-specific contexts without the need to set a filter in the report directly.  Because the reporting Project filter…

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Quickly Download Expense Attachments For Invoices in OpenAir

By Lindsay Mullinix | February 2, 2021 | Comments Off on Quickly Download Expense Attachments For Invoices in OpenAir
Money flying in air

Did you know you could gather all your expense report attachments for download from within an invoice? There are two options that allow you to do this, and you can…

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Place Custom Fields Exactly Where Needed on the Form in OpenAir

By Kim Ward | January 28, 2021 | Comments Off on Place Custom Fields Exactly Where Needed on the Form in OpenAir
Place Custom Fields Exactly Where Needed on the Form in OpenAir

Starting with the October 2018 release of OpenAir, it is possible to individually place each custom field just like standard fields, exactly where you need them on the form. The…

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Clean Up Your Project Booking Grid By Selecting The Users You Want To See In OpenAir

By Lindsay Mullinix | January 26, 2021 | Comments Off on Clean Up Your Project Booking Grid By Selecting The Users You Want To See In OpenAir
Businessman hand arranging wood block with icon business strategy and Action plan, copy space.

For long-term projects that involve several resources over time, the project booking worksheet (also called Project booking grid) can get cluttered with too many rows of users who are no…

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Two Controls For Booking Types In OpenAir

By Lindsay Mullinix | January 19, 2021 | Comments Off on Two Controls For Booking Types In OpenAir
Concept Of Time Thinking

Did you know there are 2 controls for booking types used? Booking types are a way to identify categories of work scheduled for resources. Typical values include Committed/Hard, Tentative/Soft, Internal,…

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