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…
Read MoreOpenAir 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
Read MoreAudit Trail in User Interface for Company Switches
“Who changed that setting?” There are many settings that can be toggled on and off in OpenAir if the user has sufficient privileges. Often these settings can drive changes to…
Read MoreIntegrate OpenAir with Quickbooks Online
Update: As of April 2023 OpenAir integration with QuickBooks desktop version using OpenAir Integration Manager will no longer be supported. In addition there is no out-of-the-box integration available for OpenAir…
Read MoreGrouping Multiple Fixed Fee Charges Within an OpenAir Invoice Layout
Business case: Client has multiple fixed fee charges with the same description but with different services and needs the fixed charges to appear as 1 charge on the Invoice. Challenge:…
Read MoreAdd Recurring Variable Charges to Invoices with this OpenAir Script
One of the many strengths of NetSuite’s OpenAir is its invoicing capabilities. It was designed to streamline the invoicing process and accommodate any number of approval workflows. It can handle…
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