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Recorded Webinars

OA NetSuite OpenAir Best Practices for Timesheets

NetSuite OpenAir Best Practices for Timesheets

In this recorded webinar, we will discuss timesheet features that can ensure data capture is accurate for reporting and analytics. This will include: Auto-population options Common scripting solutions Handling timesheet corrections 
OA Best Practices for Auditing Data in Your Professional Services Automation System

Best Practices for Auditing Data in Your Professional Services Automation System

In this recorded webinar, we discuss best practices to auditing PSA data. This includes: How audits support business processes Types of data to audit Frequency and ownership 
OA OpenAir Invoicing Tips and Tricks

OpenAir Invoicing Tips and Tricks

In this recorded webinar, we will discuss tips and best practices for invoicing in OpenAir. This includes: Invoice number increments Expense groups Expense insert layout Prefix, billing codes 
OA Peeling Back The Layers For Demand Planning In OpenAir

Peeling Back The Layers For Demand Planning In OpenAir

In this recorded webinar, we will peel back the layers for how to do demand planning in OpenAir to help you support timely, efficient, and cost-effective operations. 
OA Tips And Insights For How To Do Capacity Planning In OpenAir

Tips And Insights For How To Do Capacity Planning In OpenAir

In this recorded webinar, we review tips for how to do capacity planning in OpenAir. 
OA Top Step Take on the Fall 2022 new release

Top Step’s Take On The Fall 2022 New Release

In this recorded webinar, we review the latest OpenAir Release features and highlight how they can benefit your OpenAir System. 
OA OpenAir Advanced Topic: Custom Calculations Tips and Tricks

OpenAir Advanced Topic: Custom Calculations Tips and Tricks

In this recorded webinar, we discuss custom calculation tips and tricks in OpenAir including: Custom calculations usage and key features Getting to the right end result Consideration of report configuration with custom calculations Tips and Tricks 
OA OpenAir Advanced Reporting TIps and Techniques

OpenAir Advanced Reporting Tips and Techniques

In this recorded webinar, you'll learn some of Top Step’s favorite OpenAir reporting tips and tricks. This includes: How to review your configuration to support reporting needs Best practices for report development Features to aid in your reporting challenges Handling ...
Tips to get a more accurate revenue forecast in NS OA

Tips For How To Get A More Accurate Revenue Forecast In NetSuite OpenAir

In this recorded webinar, we discuss: Tips and tricks on how to get a more accurate forecast How to reflect weighted forecast values based on your sales methodology Forecast resource needs along with financials 
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