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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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Importing a Credit Card CSV Into NetSuite OpenAir Expense Reports In OpenAir

By Lindsay Mullinix | September 2, 2020 | Comments Off on Importing a Credit Card CSV Into NetSuite OpenAir Expense Reports In OpenAir
import credit card expenses to OpenAir

Did you know that you could import a credit card CSV into NetSuite OpenAir expense reports using an import wizard? OpenAir supports the ability to import American Express CSV feeds…

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Previewing Billing And Revenue Transactions In OpenAir

By Lindsay Mullinix | August 26, 2020 | Comments Off on Previewing Billing And Revenue Transactions In OpenAir
Previewing Billing And Revenue Transactions

Did you know that you could preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end processing always has a series…

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Using The OpenAir Count Field in Detail Reports

By Lindsay Mullinix | August 19, 2020 | Comments Off on Using The OpenAir Count Field in Detail Reports
businessman hand working with new modern computer and business s

Did you know you can report on the number of projects by stage or users by user type? Using the OpenAir count field, you can report on the count of…

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Deleted But Not Gone Forever – Find Any Deleted Record In OpenAir

By Lindsay Mullinix | August 12, 2020 | Comments Off on Deleted But Not Gone Forever – Find Any Deleted Record In OpenAir
Deleting file concept.

Have you ever wondered what happens to records that have been deleted in OpenAir? The bad news is that once they are deleted, they can’t be brought back. The good…

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