Expert Quick Tips
Using OpenAir billing rules, you can configure the rules to convert hours recorded on timesheets into days in order to invoice a customer by number of days. Within a time billing rule, there is a section for Rounding Rules. This is where you can define the conversion of hours to days based on the terms…
OpenAir has the ability to link two custom dropdowns such that the values in the child dropdown will be dependent on the selection of the value in the parent dropdown. To do this first contact openair support and have custom Dropdown dependencies turned on. Next navigate to the custom field and create two dropdowns. When…
Balanced Incurred vs Forecast rule uses Internal Pivot Date when recognizing revenues. If an organization uses Accounting Dates this is a great option. For timesheets, the rule will recognize revenue for time entries until the current accounting date, otherwise it will recognize until yesterday. If the Current Accounting Period is November 30, 2022, pending recognition…
If your company is like most, the OpenAir Reports module is used by many users in different parts of the organization to get and share information about your Projects, Users, Invoices, etc. Some users create reports just for themselves or perhaps their own Department. Other users may need to create OpenAir reports for different audiences.…
If the ‘Delete’ button on an Approval Routing does not appear, even though it has no transactions routed through it, it can be due to the Approval Process being set on a user’s demographic. However, a User may no longer have access to the Approval Process Module, and therefore it will disappear from the form,…
OpenAir’s form permission rules are a great way to customize any forms—Project Properties, Timesheets, Expense Reports, etc. You can create your own logic to show/hide fields, make fields read-only or required when certain conditions are met, and even limit the values of a dropdown list for a specified user role. Form permission rules can be…
This is a trick that allows you to recover report configuration/settings when using the current OpenAir Report Management & Editor interface. If you are using the older reporting UI, this is already available natively. With the Management & Editor interface, anytime you run a report and navigate away from the report without saving, you may…
“Who changed that setting?” There are many settings that can be toggled on and off in OpenAir if the user has sufficient privileges. Often these settings can drive changes to OpenAir functionality that can drastically alter how the system operates. One question that comes up, particularly after an organization has been using OpenAir for a…
In OpenAir there is an easy way to create billing rules that include situations for varying rates for weekend work, yearly increases, or for remote versus onsite work rates. Important: these rules may not be compatible with billing rules created from NetSuite Sales Orders. Please work with your NetSuite Administrator to understand complexity. Weekend Work…
Is your company using resource bookings faithfully, but you still need to separately manage assignments to keep your task dates and planned hours in line? There is a little-known feature that can allow you to optionally choose, project by project, to use bookings alone to calculate task schedules. Here’s how… Create a custom field: Navigate…
