Creating Bulk Action Functionality for Timesheets in OpenAir
A user may need to update the accounting period on timesheets en masse. Or perhaps they need to delete and remove some blank timesheets. However, when they navigate to the…
Read MoreLeveraging the Signer Feature for External Customer Timesheet Approvals
Did you know that NetSuite OpenAir has a feature to allow customers to approve timesheets and expense reports prior to billing? The Signers feature works as an external approval process for time…
Read MoreHow to Auto-Populate Timesheets With Weekly Booked Hours in OpenAir
Did you know you can have users’ weekly booked hours pre-populate timesheets in NetSuite OpenAir? We are commonly asked if a user’s booked or planned project hours for the week…
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…
Read MoreStreamlining Time Off Management in OpenAir
Tired of manually creating time off bookings when a time off request is approved, to accurately represent resource availability? Or remembering to add time entries for time off on timesheets?…
Read MoreHandling Timesheet Corrections in OpenAir Like a Pro!
Every professional services organization needs to correct timesheets from time to time. Whether you need to fix a mistake or account for new information, having clear processes for timesheet adjustments…
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