NetSuite OpenAir Tips

If your organization uses SuiteProjects Pro to manage projects and NetSuite Financials to manage your financials, you are probably familiar with the drill at month-end: revenue recognition runs in SuiteProjects Pro, the integration pushes transactions to NetSuite, and suddenly your ...

Managing employee leave balances has long been a pain point for professional services organizations. Between vacation time, sick days, and banked hours, ensuring accurate tracking while preventing policy violations can consume significant administrative resources. One of Top Step's recent clients ...

As we approach the close of 2025, it's a good time for SuiteProjects Pro administrators to prepare their systems for the year ahead. We recommend this annual process to prepare for 2026 and continue to optimize your professional services operations. ...

For professional services organizations managing complex project portfolios, maintaining consistent data across parent and child projects can be a significant challenge. When projects are nested within larger programs or initiatives, critical information like Salesforce Opportunity IDs and NetSuite Project IDs ...

Building on the momentum of one of SuiteProjects Pro’s most popular features among end users in recent releases, the Project Center, the SPP 2025.2 release unveils a brand-new Resource Center and delivers enhanced tools for communication, analytics, and streamlined workflows ...

Managing employee leave balances can be a complex and time-consuming challenge for professional services organizations. Between tracking vacation time, sick leave, and banked hours, it's easy for errors to slip through—leading to payroll issues, compliance headaches, and frustrated employees. For ...

When a professional services firm approached us about creating automated weekly status reports for their clients, they had one non-negotiable requirement: no custom scripts. Their reasoning was sound—they'd been burned before by elaborate custom solutions that became black boxes when ...

The Challenge: When Fixed Fee Revenue Obscures Individual Contributions Professional services organizations frequently work under fixed fee arrangements where clients pay a predetermined amount regardless of the actual hours invested. While this model provides predictable revenue streams, it creates a ...

At Top Step, we believe that the most powerful software solutions aren't just about what comes out of the box, they're about what becomes possible when you extend those capabilities to meet your unique business challenges. SuiteProjects Pro's scripting engine ...

Walk into any professional services organization—whether it's a clinical research company, an engineering firm, a marketing agency, or a technology consulting firm—and you'll likely find the same scene: teams managing complex, multi-million-dollar projects using sprawling Excel workbooks filled with interconnected ...