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Expert Quick Tips

Structure CSV Files for the American Express Receipt Import Wizard

By Richard Curzi | October 16, 2023 | Comments Off on Structure CSV Files for the American Express Receipt Import Wizard
User using Mobile Phone connection between Smart phone and computer to import expenses from their credit card

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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Enhancing Expense Report Accuracy: Preventing Header-Level Attachments

By Andrea Larsen | October 9, 2023 | Comments Off on Enhancing Expense Report Accuracy: Preventing Header-Level Attachments
Closeup woman sit near the window and use a smartphone to scan a receipt for expense report

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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How to Automatically Create Time Entries for Bookings

By Alexis Jackson | October 3, 2023 | Comments Off on How to Automatically Create Time Entries for Bookings

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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The Secret to Overcoming Data Filtering Challenges with Custom Calculations

By Tres Churchill | September 25, 2023 | Comments Off on The Secret to Overcoming Data Filtering Challenges with Custom Calculations
Hand holding a key

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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NetSuite OpenAir Script Development and Trouble Shooting Pro Tips

By Robert Giordano | September 19, 2023 | Comments Off on NetSuite OpenAir Script Development and Trouble Shooting Pro Tips
Picture of keyboard with notepad that says Healful Tips

These tips are meant to show you ways in which to set up your NetSuite OpenAir development environment to ensure success when using NetSuite OpenAir Scripting. Setting Up Your Scripting…

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Setting Project Level Billing Contacts in NetSuite OpenAir

By Sibyl Parsons | September 12, 2023 | Comments Off on Setting Project Level Billing Contacts in NetSuite OpenAir
Woman reviewing invoices

OpenAir allows you to select a billing contact on a per project basis. This feature is helpful when you have multiple projects for one client and invoices need to be…

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How to Import Taxes from NetSuite Back to OpenAir

By Jonathan Sitterley | September 6, 2023 | Comments Off on How to Import Taxes from NetSuite Back to OpenAir

When tax is calculated in NetSuite, it may be beneficial to bring tax amounts back into OpenAir for financial visibility or reporting. Method 1: Pullback Mapping (not recommended if using…

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Set Timesheet Required Checkbox on Users Using Integration Manager

By Bianca Marinca | August 28, 2023 | Comments Off on Set Timesheet Required Checkbox on Users Using Integration Manager

If you have decided to use the ‘Timesheet Required’ checkbox on user records to generate/filter timesheet alerts, timesheet status and various other hours/time related reporting, there is now a quicker…

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Leverage the Power of OpenAir Billing Codes

By James Owen | August 21, 2023 | Comments Off on Leverage the Power of OpenAir Billing Codes

Does your business need to create hundreds of invoices every month? Would you welcome a way to speed up your OpenAir invoicing process? The Billing Codes feature could help you…

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How to View ETC and EAC within the OpenAir Project Center

By Ronn Breaux | August 14, 2023 | Comments Off on How to View ETC and EAC within the OpenAir Project Center
picture of person checking the tasks completed

ETC (estimate to complete) and EAC (estimate at complete) are very important metrics when evaluating the health of a project. Historically, these metrics were difficult to see if you are…

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