Expert Quick Tips
The Redesigned Advanced Filters feature is an update to the previous existing advanced filters on redesigned list views. The redesigned advanced filters panel is compact and lists filter conditions horizontally instead of vertically. It lets you select and apply saved filters directly…
It’s not uncommon for a user to enter all of their time on a timesheet and submit the timesheet – and then notice something is off. It’s not *as* common…
Business case: Client has multiple fixed fee charges with the same description but with different services and needs the fixed charges to appear as 1 charge on the Invoice. Challenge:…
When trying to create a report in OpenAir one thing to keep in mind with filters is when adding each filter, they act as an “and” with each other, not…
OpenAir’s accounting period functionality lets you associate separate accounting dates with most transactions. This feature also allows you to define Current Periods. A current period can be associated with an…
Custom calculations allow you to create new reportable values when there is no standard field available. You can name the field to match your nomenclature and shorten the name for…
This feature in OpenAir permits users to be set to their own timesheet duration, overriding the company level default duration setting.
Timesheet rejection notifications are commonly used in OpenAir to notify users that an entire timesheet has been rejected. Out of the box, new instances of OpenAir are usually set up…
Not all data is good data! Over time timesheets and expense reports may accumulate from canceled projects, inactive users, or from rejected approvals. OpenAir now offers features that will allow…
Many OpenAir users track their hourly employee costs against specific project tasks. There are a few ways to do this. However, the simplest method is to use one of the…
