Aligning With Your Accounting System

In this recorded webinar you will learn more about: Accounting features within OpenAir – open periods accounting periods, accounting date Report leverage for reconciliation Functionality and process timing for information tracking Approaches for handling prepaid, deferred revenue, WIP, etc. Revenue of new Revenue Container feature (March 2011 release)

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Self-Unlock OpenAir Feature for End User Logins

Did you know you can set up self service security controls that will allow users to unlock themselves? Are your password controls a bit complicated? Requiring uppercase and lowercase, a number, a symbol, and be a certain length? Although this is a good approach for secure logins to your system, it also creates a bit…

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Conditional Form Permissions

Did you know you can control form fields using Conditional form permission rules? Expanding on the form permission features throughout OpenAir, many of the forms support the creation of logic which will hide, show, require, or make fields read-only. These rules add another dimension to the unique configuration and experience of end-users within the OpenAir…

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Deleting Custom Fields

Did you know there’s an easier way to delete custom fields? If you need to delete a custom field, you will notice that you may not have the option to delete it initially. In the tips section at the bottom of the custom field, you’ll see a note stating why you can’t delete it. It…

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Form Defaults for Process Support

How form defaults helped me better introduce and manage processes One of the common challenges we see with bad project data is when fields are overlooked in the project creation process. Using form default values can make it easier to set up projects and avoid errors in the process. To create form default values, you…

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