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.
- 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.
- 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.
You can edit your mail settings, WebDAV settings, and other settings for things like credit cards and single sign-on.
- 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.
Add departments for use in projects.
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.
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.
- 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.
- 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.
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.
- 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.
- Broadcast Items
Add or edit broadcast items.
- Print and Digital Items
Add or edit print items.
Add Markets used to define regions for media buying.
- Revision Reasons
Add standard reasons to track why media is revised.
- 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.
- Define Spec Sheets
Add or edit spec sheets.
- Define Project Requests
Add or edit project requests.
- Define Tracking Forms
Add or edit tracking forms.
- 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.