Go Live Cleanup Training for Agencies (Elective Session)

Let's Clean Up Your Training Data

During the course of training, you have been entering many kinds of transactions to test the system and your workflow. You are now ready to go live in Workamajig, so it is time to clean this training data out of the system.

This guide assumes you have taken everything to the very "end" of the workflow. Skip any step that doesn't apply.

If you run into an issue with the cleanup, please do not hesitate to contact us via email at support@workamajig.com.

NOTE: This should be performed prior to completing your Accounting and Project Go Live Procedures.

Steps To Cleaning Up The Training Data

These should be done in the order below. This will help prevent errors during the removal process. 

1. Account Reconciliation

Open Account Reconcile > click Open Reconcile > click Delete.

• This will release all linked payments, receipts, and Journal Entries.

2. Receipts

Open Receipt > Unpost > select line associated with the invoice > click the X (delete line) icon along the left side of the screen to remove the connection to the receipt > click SAVE > click Delete.

• This will release the linked Client Invoices.

3. Payments

Open Payment > Unpost > select line associated with the voucher > click the X (delete line) icon along the left side of the screen to remove the connection to the voucher > SAVE > click Delete.

• This will release the linked Vendor Invoice/Voucher.

4. Vendor Invoices/Voucher

Open Voucher > Unpost > select the line associated with the order or expense report > click the X (delete line) icon along the left side of the screen to remove the connection to the order > SAVE > click Delete.

• This will release the linked Order, Expense Report, and Client Invoice.

5. Client Invoice

Open Invoice > Unpost > select the line associated with the orders and time entries > click the X (delete line) icon along the left side of the screen to remove the connection to the order > SAVE > click Delete.

• This will release the linked Order, Expense Report, and timesheet entries.

6. Order

Open Order > Unapprove > Delete.

7. Request For Quotes

Open Quote>Click Recall or Reopen>Delete

8. Time Entry

Open Time sheet > Unapprove > Delete.

9. Expense Report

Open Expense Report > Unapprove > Delete.

10. Journal Entry

Open Journal Entry > Unpost > Delete.

11. Estimates

Menu > Project > Estimates > Open Project Estimates > Unapprove > Delete.

12. Activities

Menu >Sales > Activities > Open Activity > Delete.

13. Project

Open Project > Project Setup > Delete.