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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…

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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…

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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…

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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…

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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…

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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…

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How to Add Start Time and End Time Column to Time Entry List Views

By Alexis Jackson | March 5, 2024 | Comments Off on How to Add Start Time and End Time Column to Time Entry List Views
photo of a weekly time sheet

Some users prefer to enter their time into their timesheet by inputting the start and end time that they worked on a specific task. This enabled feature in the timesheet…

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Guide to Quick Audit Trails in NetSuite OpenAir

By Jim Schein | February 29, 2024 | Comments Off on Guide to Quick Audit Trails in NetSuite OpenAir
Woman with question marks around her head

Keeping track of changes made to your NetSuite OpenAir account is essential for maintaining data integrity and ensuring accountability. Fortunately, OpenAir offers a handy feature called “Quick Audit Trails” that…

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How to Export OpenAir Project Fields Directly to a NetSuite Invoice

By Jonathan Sitterley | February 20, 2024 | Comments Off on How to Export OpenAir Project Fields Directly to a NetSuite Invoice
Need to include OpenAir project info on a NetSuite Invoice?

When exporting an invoice from OpenAir to NetSuite, the fields are typically limited to invoice fields; however, with minimal setup, OpenAir can map fields directly from a project to the…

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How to Auto-Populate Timesheets With Weekly Booked Hours in OpenAir

By Zach Kerr | February 14, 2024 | Comments Off on How to Auto-Populate Timesheets With Weekly Booked Hours in OpenAir
person at keyboard with system gears overlay to indicate Auto populating data

Did you know you can have users’ weekly booked hours pre-populate timesheets in NetSuite OpenAir? We are commonly asked if a user’s booked or planned project hours for the week…

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