Secrets to Managing Invoice Layouts in OpenAir
Recently we released our latest video on how to manage invoice layouts in OpenAir. In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use. We covered:
- Ways to show or summarize data
- Defaulting layouts to streamline creation
- Adding visuals and custom terminology
- Tailoring layouts for different clients/projects
- And more!
Haven’t watched it yet? Check out the full video here. In less than 15 minutes you can get the inside tips on designing the perfect OpenAir invoices!
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.
