Expert Quick Tips
Often, we run into the need to delete a record in OpenAir. Projects, Expense Reports, Timesheets, and Invoices are all very common records for deletion, but what about Users? Did you know that if you demo or test with an active user license that you plan to delete afterward, creating custom list views will lock…
Have you ever built a report and added Budget as a measure, but the budget didn’t populate, even though there was budget on the project? Budget will only populate if there are time entries on the project. To get around this, there are two fixes: Selecting Budget attribute on the report This is a great…
The required configuration needed to utilize project templates when projects are created via the NetSuite and OpenAir Integration has changed and been simplified. You no longer need to set the NetSuite template id on the project properties of the templates in OpenAir and you no longer need to add a mapping line in the project…
OpenAir’s project-specific approvers feature allows the system to have up to three additional approvers identified for each project. This can be activated through the Administration -> Organization -> Approval Options settings: When activated, three additional fields will be available on a project form. Each field will have the full list of users in the system…
OpenAir project creation can be a cumbersome process that requires a significant amount of administrative time. For that reason, many companies creating projects directly in OpenAir (versus via an integration/API) that utilize project templates and the project copy functionality. This is a big time-saver, but it is important to understand what copying from a project…
Stop me if you’ve heard this one before. I submitted my expense report three weeks ago, and I know we process expenses every week. So why haven’t I been reimbursed yet? This is a good question. OpenAir custom detail fields and an OpenAir report can help us answer it. Let’s get started. Go to Administration…
Custom calculations allow the creation of custom report values in OpenAir. Generally, custom calculations contain two summary field values with an operand. However, you can also use detail field values however there is a trick to having reports work correctly in this scenario. Here is an example of a custom calculation using detail field values…
Did you know you can save rejection details for rejected time entry line items in the rejected timesheet approval history? There is a useful switch for clients using the timesheet line-item rejection feature. By default, when using this functionality, as time entry lines are rejected, rejection notes are not logged anywhere on the timesheet to…
Do you have a summary (cross-tabbed) reporting need where you either need to Display the sum for a single, filtered, value rather than summing two values? Display details for single rows, without aggregating them, but a tabular report is too much clutter? Here are two tricks to creating custom calculations that are for unique, but…
NetSuite OpenAir has a couple of places, within the tool set up as knowledge bases and tools for users. Both have great uses, depending on your role and function within OpenAir. Help Center For non-administrators, the Help Center is made accessible via role privilege (Role > General Settings > View Help Center). The Help Center…
