(Guide Admin)

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Latest activity by (Guide Admin)
  • (Guide Admin) created an article,

    Client Invoices: Pay By Credit Card (BETA)

    20.0.2.0 Feb release Workflow | Workamajig setup and use | Client Step | Back to Workamajig User When emailing AR Invoices to clients, they will now have the ability to print and pay invoices by ...

  • (Guide Admin) created a post,

    20.0.2.0 (Feb 2020)

      Everyone   ConversationsWe will now show the Project Full Name on the Conversation Cards on the Today Pages if the Conversation is linked to a Project.Expense ReportsThe Expense Report printed ve...

  • (Guide Admin) created an article,

    Split Billing

    Setup | Create Invoices | Tracking And Reporting | Reports Split Billing is used to generate a percentage split invoice for multiple clients from a single project based invoice. This is often use...

  • (Guide Admin) created a post,

    20.0.1.0 (Jan 2020)

    Release Detail For 20.0.1.0   Everyone CalendarFixed button to collapse and expand All Day area in Calendar.Added Start/End Time and Location to the tooltip on the calendar Find a Time grid.Conver...

  • (Guide Admin) created an article,

    Mass Delete Using Folders

    There may come a time where you want to purge multiple records from your system. This guide gives you the steps on how this can be done. Typically, this relates to a new client who is doing test im...

  • (Guide Admin) created an article,

    Workamajig SWAG

    Now you can show your support of Workamajig and create your very own SWAG for around the office, using our logos. Please share with us on Facebook and Twitter what you create. You can download a z...

  • (Guide Admin) created an article,

    Integrations

    Workamajig offers a variety of integrations that you can use to enhance your use of the system. From Personal Calendars to Financial Transactions. Supported Integrations Plaid - Used for connectin...

  • (Guide Admin) created an article,

    Pivot Table Report (BETA)

    Edit View | Import/Create Working Example | Download Example File Report have now become a lot more dynamic with the new Pivot table features in custom reports. So while there are ways to create ...

  • (Guide Admin) created an article,

    Keyboard Shortcuts

    To open the Keyboard Shortcuts menu, press "Control + Shift + ?" (Windows), or "Command + Option + Shift + ?" (Mac), at the same time from any screen in Workamajig. It will show what actions can be...

  • (Guide Admin) created an article,

    Setup Client Login/Preview Client Portal

    System Setup | Setup Client Login | Preview Client Portal | Client Portal Settings | Resources This guide will show you how to setup and preview the client portal as your client logins will see i...