Take Control of Standard Field Names

Did you know you can customize invoice terminology per invoice layout?

  As with many systems, the convenience of templates for documents like Invoices comes with the tradeoff of accepting the field names and column titles setup in the template.  OpenAir takes it one step further, however, by allowing you to override the field names with whatever you would like, including converting to another language (other than standard English).

The renaming feature is only available by contacting OpenAir Support and requesting enablement of the internal switch:  Customize invoice terminology per layout.

Invoice Layout form (Administration –> Application Settings –> Invoice Settings –> Invoice Layouts) before the switch:

Invoice Layout form (Administration –> Application Settings –> Invoice Settings –> Invoice Layouts) after the switch:

What you will immediately notice is that almost every field on the invoice is listed in the terminology options with a copy of the same value in the override text field.   For any value you would like to change, type over the text field and Save the form.

The terminology override supports foreign language characters as well so you can use this feature to convert your English invoices to other common languages such as Spanish, German, French, Dutch, etc.   The override is UNIQUE to the invoice layout.  If you need invoices to reflect a variety of languages, you would setup a new layout for each language and ideally adopt a naming convention so it is clear which terminology is leveraged on the invoice layout.  Example:  Dutch T&M Layout, Spanish Fixed Fee layout, etc.

So don’t feel like you are locked into standard wording – take control today!