NetSuite OpenAir Tips

I’ve had the privilege of working in US Federal Government contracting organizations, global and national software company services organization, and strict consulting organizations.   In working with our diverse customer base, I’ve also been educated on industries such as creative and ...

Ever wish you had a copy of the automated OpenAir emails sent from you? Your OpenAir system has most likely been configured with various alerts, notifications, and automated email messages that are triggered based on certain events or lack of ...

There is an annual event my company attends to network, gain insight into new technology, and learn about new technology partners that may help us provide more solution options to our customer base.  Over the past couple of years, I ...

You may be aware of the page filter capabilities within OpenAir to quickly filter information for more efficient data views. The standard page filtering feature has basic 'is, is not, contains', etc. functionality. There is a more advanced version of ...

Review lists of data or reports information many times span beyond the width of your browser view, even with smaller font settings. When you scroll to review the information, you may find yourself losing reference information in the first couple ...

Continuing with the timesheet requirements theme, now it’s time to figure out how precise your consultants and subcontractors need to be when entering time into their timesheets. And what about other descriptive data such as location, overtime, billable, etc?  Timesheets are ...

Are you using the Auto-bill and/or Auto-run features for billing and recognition rules, respectively? System defaults can be set for any new projects to inherit the desired default values for configuration of the auto running feature. But what about those ...

In this ongoing blog series about timesheet practices, we look at who is responsible for entering timesheets in your organization.   One primary reason for timesheet entry is to capture client work for invoicing, revenue, and profitability analysis.   This generally falls ...

The objective of capturing time on a timesheet is generally to determine effort required to deliver client work.  The result of capturing this time is two-fold: 1)      Conversion of effort into invoicing actions 2)      Determination of estimation accuracy and metric ...

A couple of years ago, OpenAir implemented a nice dynamic spreadsheet-type input device for expenses called the Expense Grid. Expense entry up to that point was handled by complete receipt forms with a ‘save and create another’ option defaulting values ...