Using Auto-Approval Thresholds in OpenAir
A rarely used feature of OpenAir is the auto-approval thresholds. This feature is particularly helpful for organizations that do not have other business applications to provide these controls; or for…
Read MoreSend Invoices From A Group Email In OpenAir
When sending an invoice from OpenAir, the sender that appears in the email will default to the user who sends the invoice, however this can be changed so that the…
Read MoreConverting Hours to Days for Billing in OpenAir
Using OpenAir billing rules, you can configure the rules to convert hours recorded on timesheets into days in order to invoice a customer by number of days. Within a time…
Read MoreCreating Dependent Dropdowns in OpenAir
OpenAir has the ability to link two custom dropdowns such that the values in the child dropdown will be dependent on the selection of the value in the parent dropdown.…
Read MoreWhen to Use Balanced Incurred vs Forecast instead of Incurred vs. Forecast
Balanced Incurred vs Forecast rule uses Internal Pivot Date when recognizing revenues. If an organization uses Accounting Dates this is a great option. For timesheets, the rule will recognize revenue…
Read MoreWhy Approval Routing Cannot be Deleted in OpenAir – And How to Resolve
If the ‘Delete’ button on an Approval Routing does not appear, even though it has no transactions routed through it, it can be due to the Approval Process being set…
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