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Page 9 of 55
Best Practice Guide for NetSuite OpenAir Timesheets
Timesheets are essential for tracking time spent on tasks, projects, and clients. They provide valuable data for billing, payroll, tracking project costs, process optimization, HR planning, and other critical business…
Tags: Timesheets
April 13, 2023
Why Switching from Spreadsheets is Essential for Your Professional Services Company’s Success
Spreadsheets have long been the go-to tool for managing business operations in professional services organizations. However, as your business grows, spreadsheets become increasingly inadequate and inefficient. Professional services automation (PSA)…
Tags: PSA Best Practices
April 7, 2023
3 OpenAir Scripts That Will Help Your Project Managers Stay On Top Of Their Projects
Managing projects can be overwhelming, especially when you have a large team and a complex budget to track. Fortunately, OpenAir provides a robust scripting engine which can extend and build…
Tags: OpenAir Scripts, Project Management
March 28, 2023
Four Reasons for Data Audits in Your Professional Services Operations
Your data is only as valuable as it is accurate. The last thing you want is the pressure to make a critical decision, then realize the data you’re working with…
Tags: Auditing Data
March 10, 2023
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…
An OpenAir Script Every Organization Should Implement: Data Recovery Script
NetSuite OpenAir is a popular software solution for project management, resource management, time and expense tracking, and more. Like any software, there may be instances where records are accidentally deleted,…
Tags: OpenAir Scripts
February 28, 2023
Six Tips to Get the Most Value Using OpenAir Invoicing
A complete professional services automation software should provide a company with essential functionalities to efficiently run its core business processes. A crucial one of those functions is invoicing. Invoicing plays…
Tags: Invoicing
February 14, 2023
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
February 13, 2023
OpenAir as a Collaboration Tool using Scripting
Every professional services firm faces multiple challenges on its path to success. There’s a need to acquire new clients, retain existing ones, optimize billable hours, handle complex projects, manage payments,…
Tags: NetSuite OpenAir, Scripting
January 24, 2023
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
January 20, 2023
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