Learn the Benefits of Extending the Boundaries of Your PSA System
A PSA may not handle all of your needs ‘out of the box’ according to your policies. Learn about typical extensions that can be accomplished within PSA platforms. Keep users…
Read MoreBudget Hours From Budget Transactions
Keep both money budgets and budget hours fields in sync for budget transactions.
Read MoreNetSuite OpenAir Auditing Techniques to Keep your Data Clean
In this 30 minute webinar we will discuss auditing techniques for keeping your NetSuite OpenAir data clean: Common and recommended data audits Checks and balances
Read MoreWebinar: Best Practices for Auditing Data in Your Professional Services Automation System
In this 30 minute webinar we will discuss best practices to auditing PSA data. How audits support business processes Types of data to audit Frequency and ownership Following the webinar…
Read MoreProject Task Creation Automation
Provide users with limited task edit/create capability to create tasks based on entry of task names in defined task name custom fields on the project properties form.
Read MoreTimesheet And Expense Batch Deletion
This record deletion script supports a one-time cleanup of designated expense reports and/or timesheets that have a deletion indicator set.
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