3. Integration: continued data import and export enhancements for all legacy systems.
Integration enhancements. OpenAir continues to build more comprehensive data transfer
interfaces for customized legacy integration. We support data import and export in both
batch formats and real-time XML formats for all data in each OpenAir module. We support
Accounts receivable systems using OpenAir timebill and invoice data;
Accounts payable and employee expense reimbursement systems using OpenAir expense
Customer relationship management and sales for automation systems using
OpenAir Opportunities data;
Payroll systems using OpenAir timesheet data;
Microsoft Project using OpenAir Projects data;
Microsoft Outlook, Word, and Excel using quick and easy downloads
For additional integration information, please contact a sales person at
firstname.lastname@example.org, contact our support at
email@example.com, or 888.367.1715.
4. Timesheets: bulk archive, bulk approval.
Bulk timesheet archiving. Managers and administrators can clean up their OpenAir
list views using the new bulk timesheet archive functionality. Navigate to
Timesheets > Timesheets > Approved. Scroll to the bottom of the screen, click the
"Customize" link, move "Run An Action" into the selected items view. A new column
with checkboxes next to timesheets will appear. To archive in bulk, check the boxes
next to all the timesheets to archive, and then press the run icon (with the arrows at
the top of the new column).
Enhanced and bulk timesheet approvals. To make timesheet approval easier, we have
added a new view to the Timesheets > Timesheets > Submitted tab called "Awaiting My
Approval." Now managers can click on this new tab to see only those timesheets that
they need to approve. Plus, managers who approve timesheets can now do so in bulk,
rather than one by one. In the new Awaiting My Approval tab, managers can add a new
column that allows them to check off which timesheets they would like to approve in
bulk (to add the bulk approval column, scroll to the bottom of the screen, click
"Customize" link, move "Run An Action" into selected items). After checking the boxes
next to the timesheets to bulk approve, click the run icon (with arrows at the top of
the new column).
Double timesheet submission restrictions. Additional controls have been added to prevent
users from accidentally submitting duplicate timesheets for the same time period.
5. Workspaces: enhanced guest access, more reports.
Guest access. Workspaces access can now be granted to guest users, such as clients and
partner. Navigate to Workspaces > Workspaces > select appropriate Workspace > Members.
Discussion and document change alerts. Alerts that are emailed to members of a
Workspace have been enhanced to include more information about the alert and to
include a link directly to the Workspace. Plus, users can now receive alerts when
discussion messages are deleted.
6. Opportunities: calendar view, new customer summary view, outgoing email feature.
Calendar view. Sales professionals can now view their to dos and events in a calendar
view by day, week, and month. Navigate to Opportunities>To Dos or Events>Calendar.
New look and feel for customer summary data. We have enhanced the layout of customer
summary information to make it easier for a sales professional or a client manager to
understand a customer status at a glance. Navigate to Opportunities > Prospects > Customer
or Prospects > select appropriate Customer of Prospect. General organizational information
is provided plus a cleaner listing of contacts, deals, to dos, and events associated with
that customer or prospect.
Email from Opportunities. Sales professionals can now send an email to a client or
prospect directly from OpenAir. To send an email, navigate to
Opportunities > Prospects > Prospect or Customer > select appropriate prospect or
customer>click email address link. Once a sales professional sends an email, an event is
automatically logged in the OpenAir event tracking system.
Customer type data. Sales professionals can now view list views and reports by customer
type: either customer or prospect. To view the customer type column, navigate to
Opportunities > Estimates or Proposals or To Dos or Events > click on the "Customize" link
at the bottom of the screen > move "Customer Type" to selected item.
7. Resources: booking directly from search screens.
Booking resources from searches. Resource and project managers who are responsible for
booking resources to projects can now book directly from the two OpenAir resource search
screens. To reduce the time and effort to book resources, managers now book resources
with the click of a button. Navigate to Resources > Custom Search > search for resources > view
search results screen > click on "Book" action.
8. Expenses: bulk expense approvals.
Enhanced and bulk expense report approvals. To make expense report approval easier, we
have added a new view to the Expenses > Envelopes > Submitted tab called "Awaiting My
Approval." Now managers can click on this new tab to see only those expense reports
that they need to approve. Plus, managers who approve expenses can now do so in bulk,
rather than one by one. In the new Awaiting My Approval tab, managers can add a new column
that allows them to check off which expense reports they would like to approve in bulk
(to add the bulk approval column, scroll to the bottom of the screen, click "Customize"
link, move "Run An Action" into selected items). After checking the boxes next to the
expense report to bulk approve, click the run icon (with arrows at the top of the new
9. Would you like to see previous OpenAir product updates?
Click here to browse previous product updates including all new features, modules and functionality.
10. Suggestions, problems or questions?
As always, please contact us at firstname.lastname@example.org or 888.367.1715 (outside the
U.S. and Canada, call 617-351-0226). We want to ensure that OpenAir improves your company's bottom line.