FAQ

General FAQ

• Display of day in date columns [FAQ]
• Special Characters in Workamajig [FAQ]
• Are there keyboard shortcuts? [FAQ]
• What is the difference between a Full User and a Free User? [FAQ]
• Can I use Workamajig logos for internal training materials? [FAQ]
• How do we share screens for training and support? [FAQ]

See all 24 articles

Accounting FAQ

• Why is Labor not treated like an Expense? [FAQ]
• How do I troubleshoot AP/AR Not In Balance? [FAQ]
• How do I manage Asset Depreciation? [FAQ]
• How to edit/delete a Vendor Invoice after the Payment has been Applied/Voided? [FAQ]
• How do I VOID/Close an Advance Billing/Deposit Invoice? [FAQ]
• What makes time entered Billable vs. Non-Billable? [FAQ]

See all 16 articles

Billing FAQ

• Advance Billing and Taxes [FAQ]
• Client Invoice Definitions [FAQ]

Admin FAQ

• I am having problems connecting to Workamajig... [FAQ]
• I do not see my email in the Project Conversations... [FAQ]
• I am not receiving any email notifications... [FAQ]
• How do I create a Custom Login Page? [FAQ]
• How do I add a new Workamajig user? [FAQ]
• How do I add my company logo to Invoices, Estimates, and other various Printouts/Reports? [FAQ]

Sales FAQ

• Can we use our website to intake new leads? [FAQ]
• What is a time zone code when importing contact or leads? [FAQ]

Printing FAQ

• Calendar prints in Black and White using Chrome [FAQ]
• How do I print Mailing Labels? [FAQ]
• What do I do if my printing size/scale is wrong? [FAQ]
• What should I do when I cannot Print? [FAQ]

Company FAQ

• How do we manage the different tiers of our company's infrastructure? [FAQ]
• How do I Merge duplicate records? [FAQ]
• How do I determine a Client and/or Vendor record when importing? [FAQ]

Calendar FAQ

• Managing Other Peoples and Public Calendars [FAQ]
• Do meetings flagged as Private sync over as Private? [FAQ]
• Inactive Users and Public Meetings [FAQ]
• I am noticing something odd with a meeting after a sync with Google Calendar or Exchange Calendar [FAQ]
• How do I set up a Personal Day Off? [FAQ]
• How do I set up a Company Holiday Event in the Calendar? [FAQ]

Project FAQ

• How is non-billable time, such as PTO and Sick Time tracked? [FAQ]
• Can I delete a Service or Expense Item from the system? [FAQ]
• How do I create a project budget? [FAQ]
• Dates keep changing on tasks every day... [FAQ]
• Errors when saving a schedule... [FAQ]
• What is a Campaign Segment? [FAQ]