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Using Meta Filters in OpenAir Shared Reports

By Tres Churchill | November 3, 2020 | Comments Off on Using Meta Filters in OpenAir Shared Reports
Using Filter Sets in OpenAir

The OpenAir PSA tool provides powerful reporting capabilities that allow you to access, analyze, and share key performance metrics. Like most PSA solutions, OpenAir captures a staggering amount of data,…

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Getting NetSuite OpenAir To Figure Out The Decimal Hours For Your Time Entries

By Lindsay Mullinix | October 29, 2020 | Comments Off on Getting NetSuite OpenAir To Figure Out The Decimal Hours For Your Time Entries
Time entries in OpenAir

Did you know you can type a start/end time on time entries and have NetSuite OpenAir figure out the decimal hours for your time entry? You may be used to…

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Understanding User License Types in NetSuite OpenAir

By Amy McFadzean | October 27, 2020 | Comments Off on Understanding User License Types in NetSuite OpenAir
OpenAir PSA Resource Management

When setting up users in NetSuite OpenAir, administrators are not currently limited to only the number of T&E vs. Full user licenses as indicated in the contract. NetSuite OpenAir allows…

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OpenAir Late Timesheet Alerts Can Align With Resource Management

By Lindsay Mullinix | October 21, 2020 | Comments Off on OpenAir Late Timesheet Alerts Can Align With Resource Management
Keep Track of Time Tracker Clock Watch Hours Minutes 3d Illustration

The Late Timesheet Alert is one of the most often implemented reminders or notifications to ensure users are compliant with your timesheet policy. What most people overlook, however, is how…

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Struggling To Filter For Your Team In The Timesheets Module?

By Lindsay Mullinix | October 14, 2020 | Comments Off on Struggling To Filter For Your Team In The Timesheets Module?
Calendar with dates, clock, keyboard and pen

Many companies using NetSuite OpenAir have team setups controlled by departments or hierarchies that allow an inheritance view of ‘who’ you can see in the system using the filter set…

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Expense Report in OpenAir: Save Time By Copying Receipts

By Lindsay Mullinix | October 7, 2020 | Comments Off on Expense Report in OpenAir: Save Time By Copying Receipts
OpenAir PSA and Financial Management

Here is a quick tip when creating your expense report in OpenAir. Whether it’s for daily tolls, mileage, or if you just eat the same meal every day, if you…

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Limit Expense Items by Project in NetSuite OpenAir with Expense Policies

By Lindsay Mullinix | September 30, 2020 | Comments Off on Limit Expense Items by Project in NetSuite OpenAir with Expense Policies
Businessman calculates financials with graph paper on the table on the cost of home office in the evening.

Many companies have many expense items defined, but in practice, certain types should only be used for internal activities. In other cases, companies will define region-specific expenses. You may be…

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Prevent Expenses From Being Entered Against Certain Projects in OpenAir

By Lindsay Mullinix | September 23, 2020 | Comments Off on Prevent Expenses From Being Entered Against Certain Projects in OpenAir
Prevent Expenses From Being Entered Against Certain Projects in OpenAir

Have you ever found expenses entered against a project that should never have had them?  If you have, you might have wished you could disable expense entry against certain projects.…

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Authorize Expenses In Advance With Expense Authorizations

By Lindsay Mullinix | September 16, 2020 | Comments Off on Authorize Expenses In Advance With Expense Authorizations
Authorize Expenses In Advance With Expense Authorizations

Have you ever wanted a way to let your employee’s request authorization in advance to incur certain expenses on a project? And would you like to be able to compare…

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Are Your Expense Item Billing Rules Being Capped Accurately?

By Lindsay Mullinix | September 9, 2020 | Comments Off on Are Your Expense Item Billing Rules Being Capped Accurately?
Are Your Expense Item Billing Rules Being Capped Accurately?

If you are adding caps to your expense item billing rules, chances are the cap isn’t being applied quite the way you expect. Normally, the system will apply the cap…

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