NetSuite OpenAir Tips
Adjust Columns of Timesheets to Minimize Scrolling
Blog | Time and Expenses
|Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may have run into the issue of having to scroll right and left when entering time ...
Previewing Billing & Revenue Transactions in OpenAir
Blog | Reporting and Dashboards
|Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end processing always has a series of individuals involved in your organization at various points in ...
Importing a Credit Card CSV Into OpenAir Expense Reports
Blog | Time and Expenses
|Did you know that you can import a credit card CSV into OpenAir expense reports using an import wizard? OpenAir supports the ability to import American Express CSV feeds directly into new or existing expense reports according to the transactions ...
Are Your Customers Your Virtual Sales Team?
Blog | PS Best Practices
| Originally published: Jan 2013 Inside Tech Services Written by: Jodi Cicci For a consulting firm to be successful, it’s important to have a solid reputation—to be referenceable by all or a majority of your customers. Running a consulting firm ...
Disabling the Auto-Generated ‘Timesheet Approved’ Message in OpenAir
Blog | Administration
|Did you know you can disable the auto-generated ‘Timesheet Approved’ message to your users? OpenAir’s timesheet workflow supports the submission of timesheets to a designated timesheet reviewer either by project or by user or both. Using Notifications, reviewers are notified ...
Budget Feature Conversion Tip
Blog | Administration | Project Budget
|If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not familiar with this feature, what it supports is the ability to enter a budget amount ...
Controlling the Size of Pop-up Windows in OpenAir
Blog | Administration
|Throughout the OpenAir application, many forms have pop-up windows to set values or filters or fields. The pop-up window will resize by default to the table or value list selected. In some cases you may want to resize the window ...
7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems
Blog | PS Best Practices
|So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract tracking systems, document storage and asset management solutions. Maybe you ...
Use Tasks Tab to Close Tasks Across Projects
Blog | Project Management
|Depending on your project management methodology, you may have project managers responsible for closing completed tasks within a project or have department managers handling multiple projects for small engagements. Ever wonder if there was a quicker way to view a ...
Viewing Company Holidays on the OpenAir Calendar
Blog | Administration
|The OpenAir calendar is found in the Home or Dashboard module (depending on your module names). Among the uses for the calendar is a quick way to look up your company holidays. Work schedules are established by your administrator to ...