Skip to content

NetSuite OpenAir Best Practices

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 ...
Read More

Are Your Customers Your Virtual Sales Team?

  Originally published: Jan 2013 Inside Tech Services Written by:  Jodi Cicci For a consulting firm to be successful, it’s important to have a solid ...
Read More

Disabling the Auto-Generated ‘Timesheet Approved’ Message in OpenAir

Did you know you can disable the auto-generated ‘Timesheet Approved’ message to your users? OpenAir’s timesheet workflow supports the submission of timesheets to a designated ...
Read More

Budget Feature Conversion Tip

If your organization is considering using the budget transaction feature, there are a few items to consider before ‘flipping the switch’. If you are not ...
Read More

Controlling the Size of Pop-up Windows in OpenAir

Throughout the OpenAir application, many forms have pop-up windows to set values or filters or fields. The pop-up window will resize by default to the ...
Read More

7 Questions to Ask Before Augmenting, Replacing, or Upgrading Your Operational Software Systems

So you have a system in place for your sales tracking (CRM), project management and time tracking (PSA), and accounting (ERP) along with one or ...
Read More

Use Tasks Tab to Close Tasks Across Projects

Depending on your project management methodology, you may have project managers responsible for closing completed tasks within a project or have department managers handling multiple ...
Read More

Viewing Company Holidays on the OpenAir Calendar

The OpenAir calendar is found in the Home or Dashboard module (depending on your module names). Among the uses for the calendar is a quick ...
Read More

Top Three Items to Consider When Aligning Global Operations

TSIA -- October 2012 Written by Jodi Cicci What I love about working with global companies is that you never know how global or independent ...
Read More

Set Timesheets and Expenses to Cover Different Time Periods

Did you know you can have your timesheets and expenses cover different time periods? When you choose to use Timesheets and Expenses in OpenAir, one ...
Read More

About Us:  Our mission is to enable and empower Professional Services Organizations to become profitable, scalable, and efficient through change management, technology deployment, and skill set training with a Customer First approach.

Scroll To Top