Grouping Expenses on an Invoice
Did you know you can create a Custom expense item to combine expense items on an invoice? The accounting structure for handling expense items in many companies is quite detailed,…
Read MoreTake 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…
Read MoreTracking Budget Allotments by Sales or Team Members
Ever wonder if OpenAir can track deal booking credit for commission reporting or spread budget funds across the team for burn rate reporting with money? Over the past two weeks…
Read MoreOpenAir Expert Webinar Series: Project Budget Management
In this webinar recording you will learn more about: Methods for budget management from simple to advanced Best practice process workflows for Project Managers Aligning effort with contract budgets Baselines…
Read MoreUsing Budget Categories
How can I categorize pieces of a budget based on funding type or service being delivered? Last week we provided a tip about the Project Budget feature within an OpenAir…
Read MoreTracking Project Budget Adjustments
Did you know you can track budget adjustments on a project? The project form has always had a Budget (money) field for project level financial budget management. The challenge with…
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