Skip to content

Expert Quick Tips

Prevent Duplicate Records when NetSuite OpenAir Integration is Interrupted

By Gio Pineda | May 14, 2024 | Comments Off on Prevent Duplicate Records when NetSuite OpenAir Integration is Interrupted
Text sign showing Did You Know Question.

OpenAir acknowledges a successful export by marking a record as exported and displaying its corresponding ID from NetSuite on the OpenAir record Properties form. However, if the export process is…

Read More

Unlock Your Technical Knowledge with the OpenAir Data Dictionary

By Jimmy Morales | May 6, 2024 | Comments Off on Unlock Your Technical Knowledge with the OpenAir Data Dictionary

One of well-known necessities of navigating a cloud database platform is a Data Dictionary.  A Data Dictionary is much like a regular dictionary, but instead of words, contains all definitions…

Read More

Double the Speed of Your OpenAir NetSuite Connector by Enabling Direct TBA

By Fernand Perez | May 1, 2024 | Comments Off on Double the Speed of Your OpenAir NetSuite Connector by Enabling Direct TBA
closeup hand using computer laptop with overlay fast speed connection concept.

By enabling direct token-based authentication (TBA), it utilizes a more robust communication channel between OpenAir and NetSuite. This simplifies the authentication process when running NetSuite Connector resulting in faster integration…

Read More

How to View Expense Receipt Attachments in OpenAir Invoices

By James Owen | April 23, 2024 | Comments Off on How to View Expense Receipt Attachments in OpenAir Invoices
person at lap top with invoice and 4 receipt attachments

Some invoices have expense charges, and you might want to make the supporting receipt attachments for those charges available along with the OpenAir invoice.  For invoices where you want to…

Read More

How to Locate Your NetSuite OpenAir Database ID

By Alexandra Goodrich | April 16, 2024 | Comments Off on How to Locate Your NetSuite OpenAir Database ID
picture of hand with binoculars

Whenever you need to contact NetSuite OpenAir’s Support team to request an internal switch, a Sandbox refresh, or miscellaneous product assistance, you will always be asked to provide your company’s…

Read More

Leveraging the Signer Feature for External Customer Timesheet Approvals

By Kim Ward | April 9, 2024 | Comments Off on Leveraging the Signer Feature for External Customer Timesheet Approvals

Did you know that NetSuite OpenAir has a feature to allow customers to approve timesheets and expense reports prior to billing? The Signers feature works as an external approval process for time…

Read More

Managing Filter Sets on Clients and Users in OpenAir

By Ronn Breaux | April 3, 2024 | Comments Off on Managing Filter Sets on Clients and Users in OpenAir
Managing filter sets on clients and users in OpenAir

Primary filter sets set on user record limit what records a user has access to. However, it is common to have the need to group clients and users in member…

Read More

How to Save List Views in OpenAir

By Tres Churchill | March 26, 2024 | Comments Off on How to Save List Views in OpenAir
person at keyboard creating a list

Saving List Views is a simple and effective way to standardize user experience in OpenAir for efficient communication and training. Editing your list view OpenAir allows users to edit their…

Read More

Leveraging Custom URL Fields to Link to Project Related Documents and Folders in OpenAir

By Andrea Larsen | March 20, 2024 | Comments Off on Leveraging Custom URL Fields to Link to Project Related Documents and Folders in OpenAir
Person linking documents and folders electronically

Did you know you can create custom URL fields on various record types in NetSuite OpenAir  to link to cloud storage (ie. Google Drive, OneDrive, SharePoint etc) based files and…

Read More

How to Get Data to NetSuite Automatically in Real Time

By Robert Giordano | March 13, 2024 | Comments Off on How to Get Data to NetSuite Automatically in Real Time
man at laptop moving fast

NetSuite OpenAir offers a number of ways to integrate with NetSuite Financials using the NetSuite connector : Manually, batched Schedules and in Real Time. Setting up a real time connector…

Read More

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

Scroll To Top