3972028

You could use form permissions to lock the charge amount down on Open charges. That would force timesheet adjustments rather than changing the charge. I am assuming you are capping billing rules and processing over the cap charges to a 'Write off' stage. Let me know if you have any questions.

Geir, There are timesheet rules that can force users to enter only 8 hours a day. Do you want to have the users only enter 8 hrs per day or do you want them to enter all hours but only report against 40 hours per week? When you are reporting on timesheet hours, is the cost a problem when OT hours are entered? It is hard to…

I have integrated OpenAir and NetSuite for several customers. My firm, TOP Step, has an offering to integrate the two systems. If you would like to discuss further, let me know. Email: rbreaux@topstepconsulting.com

Geir, You cannot limit the reporting on hours without adding the time type you mentioned above. However, you can adjust the user's hourly primary cost so that the hourly costs is lowered based on the weekly/monthly utilization. For example: If my primary cost is 50 per hour and I work 50 hours, the unadjusted cost would be…

Russ, You have not done anything incorrect. Work Schedules do not lock the day for time entry. In fact, our customers enter 8 hours to a 'Holiday' task on a time off project. The asterisks is a reminder to do so. The design allows for users to enter billable time if they actually had to work on an holiday. Work schedules…

I have never seen this project filtering happen in the time entry view. Could it be your filterset does not give you access to Completed projects? Can you see Completed projects in the Project module?

There is a switch to allow you to do line item rejection within expense reports. It will allow the approver to reject some line items and remove the remaining ones. This will create a new expense report with the rejected items. Hope this helps.

You can use windows task scheduler to schedule IM shortcuts but not IM. We have done this quite a bit for several customer integrations. I hope this helps.

Do you use charge projections? Charge projections will allow you to report on projected billing. If a billing rule is recurring based on a date, a projected billing report will show which rules will be available to be run per report period. I hope this helps. Ronn Breaux TOP Step

Trudy, Do you use Accounting periods in OpenAir? If not, accounting periods give you the ability to stamp the accounting date on charges and revenue recognition transactions. After you set up accounting periods, you could then do a timesheet adjustment to reverse the time entries in the current period. I hope this helps.…

There is no glossary but there is a report you can run to see the definitions of summary values in reports. This is an Advanced Report called 'Summary report values'. This report is useful for choosing the right values when creating a Summary report. I hope this helps.

John, TOP Step hosted a User Group meeting in NY in 2009, but not in 2010. We do plan to have a User Group meeting in 2011. It will probably be in the 1st Quarter time frame. I will include you when the invites go out. If you have any questions, you can contact me at rbreaux@topstepconsulting.com. Ronn Breaux TOP Step

<p>Martin,</p><p>If you create a User Summary report, you can report on Booked FTE values. This value will show the Full Time Equivalent of your booked generic resources based on the time periods which they are booked.</p><p>Ronn Breaux, TOP Step</p>

<p>Paul, many of our clients use the Task Type field on project tasks to designate whether a task is billable or non-billable. Task type is a standard field in OpenAir and can be found within Account module under Projects. One important note regarding the Task type field, it maintains its historical values. There is a…