Posts by Jodi Cicci
Previewing Billing and Revenue Transactions in OpenAir
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…
Read MoreImporting 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 American Express CSV feeds directly…
Read MoreAre Your Customers Your Virtual Sales Team?
Running a consulting firm can be a challenge, because your assets (the consultants) are expensive. So how can a small consulting firm launch and survive in this economy? By consistently delivering on quality and heightening your referenceability, you will create a virtual sales team out of your customers.
Read MoreDisabling 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 timesheet reviewer either by project…
Read MoreBudget 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 familiar with this feature, what…
Read MoreControlling 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 table or value list selected.…
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