Admin/Manager > System Setup page [Guide]

Navigation

From this area of the system, you can adjust how the system works in various ways.

Below is the full view of all system setup options, with links to each specific article of interest.

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Account information

Account information

• Address Setup
  Edit company information such as website, phone numbers, EIN, and addresses.
• Visual Appearance
  You customize the culture, application name and report appearances.
• Activation Status
  Lets you see who is currently an active user and when people were activated and deactivated.
• Workamajig Labs
  You can turn on/off the Workamajig Labs.

System options

• Transaction Preferences
  This is where you set most of the options for how you want Workamajig to work.
• Security Settings
  This is where you grant rights to security groups and set other security settings.
• Custom Menu
  You can create a company menu for each security group.
• Connections
  You can edit your mail settings, WebDAV settings, and other settings for things like credit cards and single sign-on.

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Global lists

• Deliverable Status
  Used for the Deliverable Board and reporting. Is enabled from Transaction Preferences > Deliverables.
• Deliverable Types
  Allows you to create a pre-set custom workflow for each type of deliverable you enter. Is enabled from Transaction Preferences > Deliverables.
• Departments
  Add departments for use in projects.
• Offices
  If you want to track projects and finances by offices, add them here.
• Project Billing Status Codes
  Customize billing status codes for your projects.
• Project Status Codes
  Customize statuses for your projects.
• Project Templates
  Set up standard project setups to be used to quickly create ready-to-go projects.
• Project Types
  Customize types for your projects.
• Report Groups
  You can set up your report groups for organizing reports.
• Request Reject Reasons
  You can set up your standard reasons for rejecting project requests.
• Scheduled Reports
  You can view all scheduled reports.
• Teams
  Build teams for use in projects.
• Timeline Segments
  Timeline sections let you highlight specific parts of the schedule to show the schedule as a single line on the project level.
• To Do Status
  You can set up your status codes for managing to-dos.

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Contact management

• Opportunity Stages
  Add or edit opportunity stages.
• Opportunity Status
  Add or edit opportunity status.
• Opportunity Outcomes
  Add or edit opportunity outcomes.
• Company Types
  Add or edit company types.
• Meeting Types
  Add or edit meeting types.
• Calendar Resources
  Add or edit calendar resources.
• Define Sources
  Add or edit define sources.
• Conversation Types
  Add or edit conversation types.

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Billing options

Billing options

• Billing Items
  Add or edit billing items.
• Billing Groups
  Add or edit billing groups.
• Sales Tax Rates
  Add or edit sales tax rates.
• Payment Terms
  Add or edit payment terms.
• Payment Methods
  Add or edit payment methods.
• Write Off Reasons
  Add or edit write off reasons.
• Invoice Templates
  Define how invoices will be printed.
• Estimate Templates
  Define how estimates will print.

Time tracking

• Services
  Add or edit services.
• Service Rate Sheets
  Add or edit services rate sheets.

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Purchasing

Order header customizations

• Standard Text
  You can define standard blocks of text that appear at the top or bottom of orders.
• Define Field Groups
  Add or edit PO Header Field Groups.
• Define Order Types
  Add or edit purchase order types.

Order line customizations

• Define Field Groups
  Add or edit PO Detail Field Groups.

Purchasing

• Expense Report Items
  Add or edit expense report items.
• Purchase Items
  Add or edit purchase items.
• Item Rate Sheets
  Add or edit Item Rate Sheets.

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Media

• Broadcast Items
  Add or edit broadcast items.
• Print and Digital Items
  Add or edit print items.
• Markets
  Add Markets used to define regions for media buying.
• Revision Reasons
  Add standard reasons to track why media is revised.

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GL settings

• GL Tracking Options
  Edit your GL tracking options.
• GL Accounts
  Setup your general ledger accounts to track your finances.
• GL Companies
  Add or edit GL companies.
• Check Formats
  Add or edit check formats.
• Positive Pay Layouts
  Add or edit positive pay layouts.
• GL Company Mapping
  Map accounts used for intercompany postings.
• Corporate Profit and Loss Layouts
  Allows you to do custom layouts for financial reporting.

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Tracking

• Define Spec Sheets
  Add or edit spec sheets.
• Define Project Requests
  Add or edit project requests.
• Define Tracking Forms
  Add or edit tracking forms.

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Custom fields

• Employee Fields
  Add fields to employees for custom data.
• Company Fields
  Add fields to companies for custom data.
• Contact Fields
  Add fields to contacts for custom data.
• Project Fields
  Add fields to projects for custom data.
• Campaign Fields
  Add fields to campaigns for custom data.
• Retainer Fields
  Add fields to retainers for custom data.
• Conversation Fields
  Add fields to conversations for custom data.
• Opportunity Fields
  Add fields to opportunities for custom data.
• Deliverable Fields
  Add fields to deliverables for custom data.