Click the indicator to open a tooltip with a description of the filters. This release includes period caps for time billing rules, the ability to exclude timebills by stage and receipts as costs from the financial analysis report, and the ability to upload documents as attachments to user records, as well as many other enhancements to several OpenAir modules. Coverage is also given to using the Upsell Manager. Includes creating project records, the Project Center, working with project resources, tracking and monitoring projects, project billing, and basic project options. See Document Custom Fields in Workspace List Views Get the information you need from Workspaces faster! A new icon has been added to the Booking Planner Outline. When viewing your budget in Actuals, the Budget Grid, or Compare View, non-billable tasks are marked with grey icons. Account-wide: generic users now have cost rates and job codes.
NetSuite OpenAir Essentials is a 3-day course which provides the critical information implementation teams need to set up, configure, and maintain their NetSuite OpenAir accounts. To use this feature, your account must have access to the Resource module. Account-wide: batch printing of invoices and other documents. This release includes per diem expense items and policies, enhancements to calculated fields, ability to download documents in bulk across all workspaces, and many other features throughout OpenAir. Also covers search settings, order management and marketing, including promotions and product merchandising.
The Inventory Management feature in NetSuite enables you to track and manage the items your company buys, sells, or manufactures. Otherwise, you may end up locking yourself out of your NetSuite account, which would not be funny! This release includes the ability to leverage rate card rates in projected billing calculations, view audit information for custom fields in table format on forms, display the tax rate percentage on invoices, update resource booking chart settings via bulk user change wizard, additional expense policy configurations, and many other features throughout OpenAir. This release includes the ability to limit time off requests to specific projects, tasks, and time types, reject multiple time entries on a timesheet in one action, configure multi-week schedules, enhance reporting on proxy usage and many other features throughout OpenAir. You need to follow the password instructions given in any user guide for NetSuite correctly. They also greatly improved on some parts that were lacking last time around. One more drawback is that the OpenAir mobile app is not very convenient. Covers the purpose and use of vendor records as well as the creation of vendor bills and payments.
The Dashboard, list views, or time and expenses can be updated by swiping down. Your user guide of choice should have very simple but clear installation instructions. This release includes the ability to split expense and flat rate charges and associated originating transactions, select different currencies for loaded cost overrides, hide Gap hours summary on timesheets on a per-role basis, and many other features throughout OpenAir. New Filters and Subtotals in Tabular and Summary Reports Further customize your reports with new filters and get greater perspective with more subtotals. Custom fields are not supported by this feature for this release. You need to be worried if you cannot find any of that information.
Why obtain a manual that does not provide the basic information that you seek? The Grid Order Management SuiteApp also supports the creation of custom grid print templates and assigning them to transactions. This guide also includes sample workflows, as well as a detailed reference and troubleshooting section. Increased Precision for Percent Complete Revenue Recognition Transactions New rounding logic for Percent Complete revenue recognition transactions improves the precision of the recognition calculation. Resources: additional configurable skill profiles. The Email Capture Plug-in can be used to automate NetSuite behaviors based on the content of an email message.
Set-Up and Configuration Instructions It is important for you to ensure that your NetSuite user guide has all the set-up and configuration instructions that you can think of. Reports: Increased number of periods available in Summary reports; new subtotals for Summary reports. High-Frequency Real-Time Support Make multiple updates to the same record within a short period of time with High-Frequency Real-Time Support. Topics covered include: administering payroll transactions, setting up direct deposits for employees, running and managing payroll reports — including W-2 and 1099 Audit information. Topics include: lead capturing, online customer forms, lead reports and analysis; managing marketing campaigns, email marketing and paid search marketing.
Exclude Non-Billable Tasks from Billing in Project Budgets Budget more accurately by excluding non-billable tasks from your billing plans. Reports: Enhanced accounts receivable report. NetSuite OpenAir Enhancements October 15, 2016 Overview Improved Selector for List View Customization The Columns Selector makes arranging your list views a snap! Left click a selected resource to remove it from the comparison. As you add resources to compare, the counter on the left sidebar changes to indicate how many resources are in the Resource Compare View. Webinars: OpenAir demonstrations for current customers, and more. A new and improved version of the Resource Booking Worksheet is now available to help you create and manage bookings more efficiently than ever.
This release includes enhancements to the new OpenAir graphical dashboards, the ability to assign job codes on a per-project basis, enhanced accounting period functionality, the ability to subtotal and filter by non-billable tasks in reporting, select an alternate approver for self-approvers, and many other features throughout OpenAir. This way we could track changes in scope much easier. Integration Progress Indicator Monitor the status of your integration with NetSuite! The Content and Footnote sections show the values of defined fields. This release includes enhancements to the Resources booking grid, hierarchy filters on custom searches, the ability to track price history for expense items, and many other features throughout OpenAir. OpenAir gets our vote for the better user experience and the ability to assign multiple resources to a project in one step. If you have no idea of what to do, you are going to waste lots of time and energy looking for information that is right under your nose. When using search and propose, you can customize the results list to include additional columns to distinguish your resources.