Advanced Invoicing
In this webinar you will learn more about: Invoice number increments and prefixes Expense groups and layouts Tips and Tricks for column alignment Use of billing codes Pass-through attachments from…
Read MoreEmailing Trial Billing Balances From OpenAir
Did you know you can email trial billing balances from OpenAir? OpenAir supports the ability to set auto-bill options to run billing rules automatically based on configured frequency. However, there…
Read MoreOpenAir Expert Webinar Series: Invoicing and Credits
In this webinar you will learn more about the topic of invoicing and credits including: Key configuration and permission considerations in handling invoice reviews What to be aware of in…
Read MoreViewing Customer POs Just Got Easier!
For those of you using the Customer PO functionality within OpenAir, there’s been a long time data access challenge in looking up the Customer PO information after it has been…
Read MoreGrouping Expenses on an Invoice
Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed,…
Read MoreTake Control of Standard Field Names
Did you know you can customize invoice terminology per invoice layout? As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the…
Read More
