NetSuite OpenAir Tips

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 ...

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 ...

  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 reputation—to be referenceable by all or a majority of your customers. Running a consulting firm ...

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 timesheet reviewer either by project or by user or both. Using Notifications, reviewers are notified ...

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 familiar with this feature, what it supports is the ability to enter a budget amount ...

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 table or value list selected. In some cases you may want to resize the window ...

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 more marketing communication systems, contract tracking systems, document storage and asset management solutions. Maybe you ...

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 projects for small engagements. Ever wonder if there was a quicker way to view a ...

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 way to look up your company holidays. Work schedules are established by your administrator to ...

TSIA -- October 2012 Written by Jodi Cicci What I love about working with global companies is that you never know how global or independent the regional offices are until you work through their business processes. Nothing points this out ...