Posts Tagged ‘Released’
Timesheet Month End Process Options in SuiteProjects Pro
Are you struggling with managing your timesheet month-end processes in SuiteProjects Pro? Watch this Power-Up Series video, where we’ll explore the various timesheet month-end options available. As timely billing becomes increasingly important, understanding these methods is crucial for efficient financial operations and accurate reporting. Key Takeaways: Explore three different timesheet month-end process options in SuiteProjects…
Read MoreImplementing Subcontractor Management in SuiteProjects Pro
In this Power-Up Series video, we explore best practices for managing your subcontractor workforce effectively and accurately. Key Takeaways: Learn how to set up appropriate user roles and access controls for subcontractors Discover flexible cost management options at both project and task levels Master time entry reconciliation with invoice tracking capabilities Understand contractor classification tracking…
Read MoreEffective Time Billing Practices in SuiteProjects Pro
In our recent Power Up Series video, we explored best practices for implementing billing rules in SuiteProjects Pro. Some key takeaways: The importance of multi-currency support and date ranges for managing rates across different periods Using rate cards effectively to standardize billing across job codes and roles Leveraging the flexibility of task-based billing assignments for…
Read MoreSuiteProjects Pro Power-Up Series: Classic Report Interface vs Report Management Interface
In this short video we discuss: Exploring the pros and cons of both the classic and new reporting interfaces Learning how to control interface access on a user-by-user basis Understanding the key features of each reporting interface Discovering tips for more efficient report creation and management Gaining insights into interface customization and search capabilities Frequently…
Read MoreOpenAir BI Connector Best Practices
Are you looking to seamlessly integrate your OpenAir data with external systems and BI tools? Watch this OpenAir Power Up Series video, where we’ll explore the capabilities of the Business Intelligence (BI) connector. Discover how this powerful feature can streamline your reporting process, enhance data visibility, and open up new possibilities for data-driven decision-making. Key…
Read MoreSecrets to Managing Invoice Layouts in OpenAir
In this video we discuss and demonstrate how to custom invoice layouts for both internal and external use: Ways to show or summarize data Defaulting layouts to streamline creation Adding visuals and custom terminology Tailoring layouts for different clients/projects And more! Frequently Asked Questions Can you correct multiple timesheets in a single action? Using the…
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