OpenAir Tracking Work Location for Services Delivery

It’s tax time and for many of us in the services world, we are working on computing how much services revenue was delivered in each of the US states to complete state tax obligations.   Unfortunately it’s this time of year when you realize that information tracking in your OpenAir system may be a bit limited in this area.  Be better prepared for next year by adding work location delivery to your timesheet grid.  The Timesheet grid supports the display of many fields such as time type, services, and payroll type.  You may already be using time type and services but often I see payroll type as a reusable field for just this objective.

To setup work location on your timesheet grid:

1. Create payroll types (Administration -> Application Settings -> Timesheet settings -> Payroll types) for each US state.  A good naming convention is State Abbreviation-US and you can even add other countries to the list.
2. Enable Show payroll type on time entries (Administration -> Application Settings -> Timesheet settings ->Other settings)
3. Enable Require payroll type on time entries
4. Rename Payroll Type to Work Location (Administration -> Global Settings -> Terminology)

Don’t forget to writeup an email and communicate to end-users!!  Changes to timesheets are one of the biggest end-user impacts in OpenAir.

Now you are all set to writeup reports of time by work location and align that with revenue recognized in OpenAir (or invoicing, if you are not using revenue functionality).