NetSuite OpenAir Tips

TSIA -- October 2012 Written by Jodi Cicci What I love about working with global companies is that you never know how global or independent the regional offices are until you work through their business processes. Nothing points this out ...

Did you know you can have your timesheets and expenses cover different time periods? When you choose to use Timesheets and Expenses in OpenAir, one of the configuration decisions is the time period for each of these items such as ...

Did you know you can remove the ‘Generated’ date-timestamp from downloaded reports? OpenAir reporting is capable of quite a bit of reporting but there are plenty of occasions where people just want to download information into Excel for pivot table ...

Did you know there are 2 controls for booking types use? Booking types are a way to identify categories of work scheduled for resources. Typical values include Committed/Hard, Tentative/Soft, Internal, Vacation, and so forth. Booking types are one of the ...

Did you know how helpful the Timesheet Required checkbox is on the User Demographic form? On the User Demographic form in the Timesheet options area, there is a checkbox called ‘Timesheet Required’. This checkbox is useful in 2 major areas ...

Do you know the trick to increasing precision in billing rate decimals? OpenAir’s time billing rule is very flexible to handle billing in hourly or daily rates. Daily rates, however, occasionally give us all a bit of a headache when ...

Did you know you can limit the timeframe someone can proxy? Proxy is a handy feature in OpenAir to allow administrators to log in as users for troubleshooting and for reviewers of timesheets, expenses, invoices, and so forth to setup ...

TSIA - August 2012 Written by: Jodi Cicci, President and CEO, TOP Step Consulting LLC When an employee leaves for another job opportunity, it may be difficult to fill the hole, especially if he or she is responsible for managing ...

Many customers have the need to invoice customers in a fixed fee manner or payment schedule, but also to do some analysis on the money value of time worked on the project. The setup usually followed is to add time ...

Did you ever wonder how you can easily remove inactive resources from impacting your company utilization reports? Utilization reports present challenges sometimes if you have staff turnover. Staff that starts in the middle of the year should not influence historical ...