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How do I manage Asset Depreciation? [FAQ]
You can set up a scheduled Journal Entry to schedule this type of accounting need in Workamajig.
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How to edit/delete a Vendor Invoice after the Payment has been Applied/Voided? [FAQ]
When you Void a Payment, the system assumes the Payment was the issue and not the Vendor Invoice. So the invoice is still available to pay, and the original payment and voided payment are linked to...
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How do I VOID/Close an Advance Billing/Deposit Invoice? [FAQ]
Create a new regular client invoice that matches the setup of the advance bill (same Client, Amount, Project, etc). Add a Line on the new invoice for the amount of the Advance. Populate the GL A...
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What makes time entered Billable vs. Non-Billable? [FAQ]
Billable/Chargeable Hours = Hours entered against a Billable project with a service rate higher than zero. Non-Billable/Non-Chargeable Hours = Hours entered against a Non-billable project; a billab...
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How do I process Pro Bono work? [FAQ]
The typical recommendation is to bill the project for the full value of the work. Create a credit memo to apply against it. And lastly, send the client the invoice so that they can see the value of...
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How to hide employees' Hourly Cost/Labor at Net? [FAQ]
To hide employees' Hourly Cost (Labor Net) information from certain users: Uncheck View Labor Net Cost Per Hour in Lookups and Reports in their Security Group setup; In the Security Group Options ...
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Where can I get a "Comparative Balance Sheet Report"? [FAQ]
Typically this is referring to a report in Workamajig that we call the "Statement Of Cash Flows" report in Financial Reports. Please refer to the Financial Reports guide for more information.
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How to accept a refund from a Vendor [FAQ]
If a refund only and do not need to give back to client: create a Journal Entry to debit cash and credit COGS/Expense account. If a refund and you need to give back to client: create a Journal...
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How do I create a refund check for a Client? [FAQ]
These steps assume that the client has an unapplied credit memo that you need to refund to the client: Create a regular client invoice that debits AR and credits SUSPENSE for the amount of the ope...
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How do I post to Work in Progress (WIP)? [FAQ]
When you "Post WIP to the GL", approved and unbilled time will post into WIP by debiting Agency Time (Asset) and crediting Agency Time Adjustment (Income) account specified in the Control Account s...