Secrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use:
- Ways to show or summarize data
- Defaulting layouts to streamline creation
- Adding visuals and custom terminology
- Tailoring layouts for different clients/projects
- And more!
Frequently Asked Questions
- Can you correct multiple timesheets in a single action?
Using the features we discussed in the PowerUp video, each timesheet will have to be individually corrected.
- Can you unapprove a timesheet after time has been billed?
No, after billing rules are run against a timesheet, you must create an adjusted timesheet to correct the hours.
- Can I recall my timesheet after submitting it?
As long as no one has approved any part of the timesheet, users can "Reject" their own timesheet to open it up for corrections.
- Where do you give permissions to unapprove a timesheet?
On the user record under timesheet settings, there is a checkbox to grant permission to unapprove timesheets.
- If a line on a timesheet is rejected, can the timesheets be merged together after all timesheet entries are approved?
Yes, OpenAir has a setting to rejoin rejected timesheet entries to the original timesheet.
