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<p class="MsoNormal">We have updated these instructions so users do not need to update each project individually to select a new tax location</p><p class="MsoNormal">-------------------------------------------------------------------------</p><p class="MsoNormal"><span style=" font-family: Arial bold; color:…

<p>Under tools > options > advanced, go to the security setting. Make sure the button to "Do Not Save Encrypted Pages to Disk" is NOT checked. The default setting in 90%+ of the cases is for this to be not checked, so you should be fine.   <span style=" font-size: 11.0pt; color: rgb(31,73,125); "></span></p>

<p>One way to automate this is to use an "as billed" revenue recognition rule. If what you recognize as revenue depends on what you work and therefore bill, this is likely to be the best option for you.</p><p>BAM </p>

The advantage of an offline timer is that it will not time out or be subject to any browser/internet issues. Also, it would be easier for it to sit on your desktop and be obvious that you are currently running a timer against X task for Y project. The downside of this approach is you would need to push the data from the…

<p>Hi Ian,</p><p>The "issues" functionality in OpenAir would seem to address this for you. When creating an issue within a project, you can associate it with a task and assign it to a user, which would prompt an email notification to be sent to this user (if your project is configure in this way). The issue would not…

<p>Hi Alexis,</p><p>You can create this report in OpenAir. Please email our support team at support@openair.com. They will be able to help you build this report.</p><p>Cheers,</p><p>Brian </p>

<p>Hi Ian (and everyone),</p><p>These are great points, both about the hyperlinks as well as improvements to the issues functionality. Let me take your feedback to your product team.</p><p>Cheers,</p><p>Brian </p>

Thanks Will. We are going to speak with a few other clients who have requested this functionality and get their opinions as well. 

<p>Hi Jame,</p><p>OpenAir integrates with a variety of accounting packages, including Oracle, SAP, Intacct, MS Dynamics, SAGE, Netsuite and Quickbooks. If you are interested, a member of our services team can call you to discuss your options.</p><p>Cheers,</p><p>Brian </p>

<p>Hi Lyndon,</p><p>OpenAir does charge an annual fee to have access to our API. This is not incongruous with other software companies. Some vendors may include access to the API in the monthly user fee, but often these companies have multiple levels of access (and price points), with the highest level/price offering…

<p>Hi Ivan,</p><p>Integration Manager is a very powerful tool and therefore may not be the best fit for your needs. I would suggest a two other options.</p><ul><li>Do you use American Express? We have wizard that you can use to load expenses from a file that you download from American Express. I use this and find it can be…

<p>Hi Richard,</p><p> </p> <p class="MsoNormal">With hundreds of successful deployments to our credit, <span>we have compiled the </span>following basic practices that we believe can help to alleviate the growing pains common to any software implementation.</p> <p class="MsoNormal" style="margin-left: 0.5in; text-indent:…

<p>Hi Shailesh,</p><p>We do not support PHP SOAP API classes (We support .NET and Java as noted in the documents). </p><p>Sorry for any confusion.</p><p>Cheers,</p><p>Brian</p><p> </p>

<p>To add to Ronn's suggestion, I would show three values: Resources - Booked FTE, Resources - Quantity on Staff and Resources - Available FTE forecast.</p><p>I would suggest using a Account Wide - Job Code Summary report, so you can show by job code how many FTEs are booked, how many are on staff and how many are…

<p>Hi Brad,</p><p>I would recommend using Customer POs/Agreements to address this issue. For each contactor, you can create a separate Customer PO/Agreement. To do this, go to Account > Account and then select Create > Customer PO (or you can create an agreement, they work in the same way).</p><p>On the next screen, you…

<p>To all OpenAir iPhone users,</p><p>If you like what the new OpenAir Mobile for iPhone , please post a positive review to the app store. We would appreciate your support.</p><p>Cheers,</p><p>BAM</p>

<p>Hi,</p><p>Definitely. You would just need to make sure you had at least one initial sync before going offline (e.g., getting on the plane) so that the OA data has been pushed to your iPhone. Then, you either can modify an existing Timesheet (that has been pushed) or create a new one. Finally, when you are back online…

<p class="MsoNormal"><span style=" font-family: Courier New; font-size: 12.0px; "><span style=" font-size: 10.0pt; font-family: Courier New; ">Sorry about the pre-announcement. Apple wants a few more days to test some more scenarios. I think they have been having issues with daylight savings time with some of the apps.…

<p>Hi Iris</p><p>OpenAir engineering officially does not support PHP, which may explain some of your issues.</p><p>Cheers,</p><p>Brian</p>

<p>Hi Darin</p><p>This is great feedback. We will pass this on to our product team. </p><p>We did recently add the ability to designate which fields to copy when using the "save and create another" button on forms. Therefore, you could mark all fields to be copied when hitting "save and create another" on the user form…

<p>Hi Will,</p><p>I assume that you are planning to integrate OpenAir with Netsuite's G/L (since you have a CRM tool integrated with OpenAir already). </p><p>The first thing to do is make sure you data is "clean". Often, companies use different names to describe clients, projects, users, etc. Coca Cola is Coke in the SFA…

I agree with Paul. You should not count an employee's cost against each project as three hours. That is not the real cost. The true cost is here is an "overhead" cost that needs to be allocated across multiple projects and clients. The question is how to allocate it. Asking users to evenly split their time across multiple…

<p class="MsoNormal">OpenAir makes a positive impact on most of the key metrics that drive profitability in a service organization. This tends to be a much longer discussion since each company will weigh and measure each metric differently. </p> <p class="MsoNormal">Metrics that should be considered include utilization,…

<p class="MsoNormal"><span style="font-size: 10pt; font-family: Arial">Hi Will,</span></p> <p class="MsoNormal"><span style="font-size: 10pt; font-family: Arial">I thought a bit more about this situation. The exact dates of the booking are not important. What is important is that the hours fall within the period for which…

<p>This is a great question. What are you looking to achieve? Do you want to record the potential revenue in forecasting, the potential resource requirement, or both? Either way, if you don't know the exact dates, it is difficult to be too exact. </p><p>One suggestion would be to book generic resources to these projects,…