Expert Quick Tips
Are you hard coding a lot of dates into your reports? Is your fiscal year offset from the Jan-Dec calendar? You may be missing out on using a key feature…
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Reports and graphical views help us manage our services business. Dashboards can provide this on an on-demand basis. At an individual contributor level, dashboards and reports can communicate performance…
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Financial and staffing forecasting in NetSuite OpenAir helps management monitor operations and make adjustments to keep the plan intact for revenue earnings, staffing demand, and achieving corporate financial targets. Forecasting…
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Trending bill rates will provide you with valuable information for budget planning. NetSuite OpenAir has all the key information required to report on bill rates by project and trend bill…
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Subcontractors can introduce complexities due to: Non-standard work schedules Varying cost by activity On-demand use To gain management and administrative efficiencies, contractors need to be clearly identified. The challenge is…
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Invoice layouts may be customized to show a summary or detailed level of information. Invoices can show single or multiple projects with both time and expenses. To create an…
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Automation also means notification, and in some cases, too many notifications. Too many notifications may mean important information is being ignored as ‘noise’ from the system. Your NetSuite OpenAir system…
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Your company has an expense policy that your employees must follow in order to be reimbursed for out of pocket expenses. Sometimes a customer may require you to follow their…
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Some service offerings may have repeatable resource schedules. A feature in OpenAir exists to allow the copying of a standard resource schedule, based on bookings, from another project. This leads…
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Using accounting dates and accounting periods in NetSuite OpenAir NetSuite OpenAir transactions have many dates such as create date, updated date, approved date, submitted date, and more. None of these…
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