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OpenAir Expert Webinar Series: Advanced Reports Tab
In this recorded webinar you will learn more about the advanced tab reports in OpenAir including: Overview of Advanced reports – what they are and what they require Determining which…
January 17, 2013
Importing a Credit Card CSV Into OpenAir Expense Reports
Did you know that you can import a credit card CSV into OpenAir expense reports using an import wizard? OpenAir supports the ability to import American Express CSV feeds directly…
Are Your Customers Your Virtual Sales Team?
Running a consulting firm can be a challenge, because your assets (the consultants) are expensive. So how can a small consulting firm launch and survive in this economy? By consistently delivering on quality and heightening your referenceability, you will create a virtual sales team out of your customers.
January 15, 2013
Disabling the Auto-Generated ‘Timesheet Approved’ Message in OpenAir
Did you know you can disable the auto-generated ‘Timesheet Approved’ message to your users? OpenAir’s timesheet workflow supports the submission of timesheets to a designated timesheet reviewer either by project…
January 9, 2013
Budget Feature Conversion Tip
If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not familiar with this feature, what…
December 19, 2012
End of Year Administration
In this recorded webinar you will learn more about some endo fo the year administration items that need to be handled within your OpenAir system including: Updating your holiday calendar…
December 13, 2012
Controlling the Size of Pop-up Windows in OpenAir
Throughout the OpenAir application, many forms have pop-up windows to set values or filters or fields. The pop-up window will resize by default to the table or value list selected.…
December 6, 2012
7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems
So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or more marketing communication systems, contract…
Use Tasks Tab to Close Tasks Across Projects
Depending on your project management methodology, you may have project managers responsible for closing completed tasks within a project or have department managers handling multiple projects for small engagements. Ever…
November 28, 2012
Viewing Company Holidays on the OpenAir Calendar
The OpenAir calendar is found in the Home or Dashboard module (depending on your module names). Among the uses for the calendar is a quick way to look up your…
November 21, 2012
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