Expert Quick Tips
Often, we work with clients that have the concept of Project Portfolio managers. Portfolio managers need access to a group of projects within the project, resource and report modules; however,…
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Enabling multi-currency in your system provides a comprehensive view of various currencies within reports, offering a broad spectrum of metrics. However, navigating through multiple currencies in reports might seem overwhelming…
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There are several use cases for needing to change the owner of a report in NetSuite OpenAir. Maybe you created a report for someone else and you’d like to simply…
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Normally, OpenAir users do two separate uploads for importing time entries to OpenAir. The first upload is to create timesheets and then the second upload to create the time entries…
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Creating Client Contacts In OpenAir you can associate contact information to a client record. These contacts can be designated as billing contacts to receive invoices, or simply additional customer contacts…
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Normally, if we are creating revenue recognition rules using the NetSuite OpenAir Integration Manager tool, we use the Rev. Recogn. Rule import. However, this does not work for the fixed…
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Some time ago, American Express changed the format of their CSV export for a “solo user” account such that it is no longer accepted by the American Express receipt import…
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Does your organization struggle with physical scans/copies of receipts for incurred expenses being erroneously attached at the expense report (header) level? Do you spend unnecessary time sorting through numerous attachments…
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Many NetSuite OpenAir customers utilize NetSuite OpenAir bookings for project management and resource forecasting. However, time entry on timesheets to log actual time incurred may still be a necessity. With…
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OpenAir offers powerful reporting capabilities that allow you to access and share key data from your OpenAir system. However, it’s not uncommon for our customers to report that they are…
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