Copying Booking Chart Settings From One User to Another

Did you know that you can now copy (or push out) the booking chart settings to other users? For many customers, the resource bookings feature is how resource management is done. Reports provide insight into availability as well as a key feature called the Booking Chart. Over the years, the features available on the booking…

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Custom Calculations Tips and Tricks

In this recorded webinar you will learn more about custom calculation tips and tricks in OpenAir including: Custom calculations usage and key features Getting to the right end result Consideration of report configuration with custom calculations Tips and Tricks

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Adjusting Columns of Timesheets to Minimize Scrolling

Did you know you can adjust the columns of your timesheets to minimize scrolling? If you are a timesheet user of OpenAir, then you may have run into the issue of having to scroll right and left when entering time on your timesheet. There is a way to adjust the column of a timesheet by…

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Previewing Billing and Revenue Transactions in OpenAir

Did you know that you can preview the actual billing and revenue transactions without running the ‘Pending’ summary reports? Invoicing, revenue recognition, and month end processing always has a series of individuals involved in your organization at various points in the workflow. Checks and balances are put in place to ensure items are not overlooked,…

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OpenAir Expert Webinar Series: Advanced Reports Tab

In this recorded webinar you will learn more about the advanced tab reports in OpenAir including: Overview of Advanced reports – what they are and what they require Determining which reports are applicable to your business model Leveraging key advanced reports to support/enforce operational processes Reports you may have always wished existed – and do!

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Importing a Credit Card CSV Into OpenAir Expense Reports

Did you know that you can import a credit card CSV into OpenAir expense reports using an import wizard? OpenAir supports the ability to import American Express CSV feeds directly into new or existing expense reports according to the transactions in the file. The wizard itself is very easy to use – it’s a simple…

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