Skip to content

NetSuite OpenAir Tips

Making the Most of Calendar View in OpenAir

Ever wonder what and when your company holidays are? The Calendar view in the Account or Home module of your OpenAir system is a feature that perhaps doesn’t get used as much as it could. Mostly because the level of ...

Purchase Order Reporting Dates

When you are using the full Purchase Request and Purchase Order functionality within OpenAir, there are quite a few date options on summary reports to include the cost of those orders. To include the expected cost against a project, you ...

Tracking Expense Report Reimbursements in OpenAir

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 Report Layouts

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 ...

Viewing Customer POs Just Got Easier!

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 ...

Projections – Two Ways for Fixed Fee

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 ...

The Importance of Being Earnest(ly Current)

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 ...

Milestones Forecast Dates Aligning to Your Calendar

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 ...

Check Those Leave Balances

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 ...

What Does Adjust Time Entries to Fit Under the Cap Mean?

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 ...

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

Scroll To Top