Expert Quick Tips
If you’ve used OpenAir for any extended amount of time, it’s likely that you’ve approach, or even met, your storage limit. This means that your users are unable to attach their receipt files to their OpenAir expense reports or receipt records and could impact your ability to bill and invoice clients. Once you’ve hit your…
The Task Percent complete interval controls many settings in OpenAir. This setting is found in Other Settings within the Project Module administration settings. For any task-oriented percent complete calculation that you want OpenAir to calculate out of the box, these intervals control the percent complete rounding and the user’s ability to select a percent complete…
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…
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 from the list view toolbar instead of a pop out window. The updated design brings better usability and takes less of your display space. To…
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 for users to accidentally submit a timesheet they haven’t completed, but it happens. In the default OpenAir configuration the user has a couple of options. …
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: Due to multiple charge services, there is no option to group charge by description, only service. Group by task is an option but Task field…
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 an “or”. When using a User filter on the Time Entries report, select two users: Adding another filter for project means that the report output…
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 Accounting Period, which gives you another tool to control how accounting dates are assigned to various transactions. For example, at the beginning of a new…
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 better report formats. But what about standard fields? Standard field are prefixed with module and can take up a lot of space in reports. Also,…
This feature in OpenAir permits users to be set to their own timesheet duration, overriding the company level default duration setting.
