NetSuite OpenAir Tips

Are you tracking expense report reimbursements in OpenAir? If you are using the Expenses module in OpenAir, check to see if you see a sub-tab called ‘Reimbursed’. This tab would exist along with the workflow sub-tabs of open, submitted, approved, ...

Expense reports in OpenAir can be configured to display key information for review by approvers as well as download for submission to Accounts Payable, Customers, etc. Configuration of the layout not only includes columns to display per receipt, there is ...

For those of you using the Customer PO functionality within OpenAir, there’s been a long time data access challenge in looking up the Customer PO information after it has been created and associated to a project. Reports filled some of ...

When reporting on forecasting in OpenAir, the charge projections functionality is widely used in conjunction with the resource management methodology and billing/revenue rules setup on the projects. For your fixed fee projects, the forecasting will produce a forecasted amount for ...

New Year, New Resolutions, right?  One that I always put on my list is ‘keeping up with my workload and staying current with technology’.  I put them together since they really work together.  Anyone remember getting a TripTik from AAA ...

The Billing and Revenue Fixed Fee % complete rules are pretty handy in OpenAir to allow Project Managers or Project Owners to control completion of milestones which will trigger invoicing and revenue. By setting the milestone to 100%, a typical ...

For those of you taking advantage of the Leave Accrual feature in OpenAir, it’s that time of year to check those balances according to your leave policy. Many companies expire some or all of their balances on December 31 (which ...

The use of time billing rules on project is fairly common among OpenAir users to convert time spent on a project into billable money amounts for invoicing. The use of rule caps to limit money or hours allowed to be ...

There are plenty of notification and alert options in OpenAir with most having either standard wording (timesheet awaiting approval, for example) or the ability to setup specific email body content (late timesheet alert, for example). For many the standard wording ...

'Tis the season for people to schedule vacation, if they haven’t already, and focus on their leave balances as they try to use up vacation or make sure they have enough vacation to cover this last month of the calendar ...