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Displaying Leave Accrual Balances for Manager Approval in SuiteProjects Pro

By Richard Cainglet | January 28, 2025 | Comments Off on Displaying Leave Accrual Balances for Manager Approval in SuiteProjects Pro

When managing time-off requests in SuiteProjects Pro, depending on your internal process it may be important for managers to see an employee’s current leave accrual balance during the approval process.…

Managing Retainers When Crediting an Invoice in NetSuite SuiteProjects Pro

By Alexis Jackson | January 21, 2025 | Comments Off on Managing Retainers When Crediting an Invoice in NetSuite SuiteProjects Pro

Understanding how retainers are managed when crediting invoices is crucial for maintaining accurate financial records and ensuring your retainer balances are correctly applied in NetSuite SuiteProjects Pro. When an invoice…

Why You Should Consider Using the Business Intelligence Connector

By Jim Schein | January 13, 2025 | Comments Off on Why You Should Consider Using the Business Intelligence Connector

What is it? The Business Intelligence Connector is an add-on to SuiteProjects Pro that allows list views and reports built in the application to be fed to other applications or…

Access Your Action Items from Anywhere with SuiteProjects Pro To-Do List

By Jonathan Sitterley | January 7, 2025 | Comments Off on Access Your Action Items from Anywhere with SuiteProjects Pro To-Do List

Previously users had to visit several locations and dashboards to find all of the tasks assigned to them.  With the October 2024 release of OpenAir, now known as SuiteProjects Pro,…

How to Change the Additional Text to Stand out on Invoice Layouts

By Bianca Marinca | December 30, 2024 | Comments Off on How to Change the Additional Text to Stand out on Invoice Layouts

Did you know you can change the additional text color, size, bold underline and italics? If you want some of your text to stand out and have a bit more…

Quick Fix: Report Level Filters Are Not Respected If There is a Custom Calculation on the Report

By Gio Pineda | December 23, 2024 | Comments Off on Quick Fix: Report Level Filters Are Not Respected If There is a Custom Calculation on the Report

By default, if you have a custom calculation on your report and that custom calculation has a filter on the same record type as your report level filters, SuiteProjects Pro…

Managing OpenAir Saved List Views as an Administrator

By Jimmy Morales | December 17, 2024 | Comments Off on Managing OpenAir Saved List Views as an Administrator

If you’ve come across our Streamlining Configuration for Saved List Views in OpenAir Expert Tip, then you have certainly made a few List Views for yourself or your firm. Maybe…

How to Define OpenAir Invoice Terminology Based on Customer Needs

By Fernand Perez | December 10, 2024 | Comments Off on How to Define OpenAir Invoice Terminology Based on Customer Needs

OpenAir Invoice layouts allow you to configure the appearance of an invoice. You can sort or group items as an example, but you can also override the terminology of the…

New Custom Fields Reveal Calculation of Incurred vs. Forecast Revenue Recognition Transactions

By Sibyl Parsons | December 4, 2024 | Comments Off on New Custom Fields Reveal Calculation of Incurred vs. Forecast Revenue Recognition Transactions

Thanks to a recent update, auditing revenue recognition transactions created by the Incurred vs. Forecast revenue recognition rule just became much easier. You can now create custom fields to hold…

Close a Task for Time and Expenses Entry by a Specific User

By James Owen | November 26, 2024 | Comments Off on Close a Task for Time and Expenses Entry by a Specific User

Sometimes a project task has many resources assigned, and not all for the same duration.  One assignee’s work on the Task could be completed, but the Task needs to remain…

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