Form Defaults for Process Support
How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation…
Read MoreGrouping Expenses on an Invoice
Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed,…
Read MoreTake Control of Standard Field Names
Did you know you can customize invoice terminology per invoice layout? As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the…
Read MoreWant To Learn More About Our Services?
Thanks for your interest in learning more about our services! Please provide your contact information below and one of our TOP Step Consultants will contact you to review the…
Read MoreSPI Research Ranks TOP Step Consulting As A Top Performing Professional Services Firm
An independent research firm named TOP Step Consulting the “Best-of-the-Best” for a second consecutive year. TOP Step Consulting, the leading provider of professional services business operations efficiency solutions, has been…
Read MoreUsing the Booking Worksheet
Did you know you can now use the Booking Worksheet to view and manage all bookings in OpenAir no matter the duration? The booking worksheet (or grid) within the Resources…
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