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 ‘What’s new’ pane that provides feature highlights from the current OpenAir release along with a direct link to the full release notes from the ‘Read…
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 rigid preexisting billing practices. Thankfully, OpenAir can help with ASC 606 compliance by using charge stages and milestone billing rules. Charge stages enable companies to…
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? This auto-resizing only occurs when the portlets are adjusted while your browser zoom settings are NOT set to 100% when using Google Chrome (We have…
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 they don’t continue to appear unnecessarily as an option on timesheets or expense reports? Enable the system setting to automatically deactivate projects when all tasks…
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 shown that could benefit many users. But what is the best way to duplicate the Dashboard to other users? Good news is you can copy…
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 organizations who want one system within which to work. In the approval process itself, there is the ability to set auto-approvals based on numeric thresholds…
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 red box in the screenshot below. When sending an invoice in this manner, OpenAir creates a “short” URL that you can use to see 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 invoice, a user can draw an amount from the retainer to be applied to the Client’s Invoice. However, it is still important track how many draw downs have…
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). Often, users that take advantage of these rules find they prefer to manually control the task percent complete – rather than let the system automatically…
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 sender is a group email. To email sender can be found in the invoice layouts by navigating to: OpenAir – Administration – Application Settings –…
