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What is a Rollup Account? [FAQ]
A Rollup Account is Workamajig’s definition for what might be called a Header Account or Summary Account in other systems. For example, in your Chart of Accounts, Agency Gross Revenue (400) would b...
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How should I handle Credit Cards for AP? [FAQ]
There are 2 ways of handling credit cards from an AP point of view: Credit Card Connector and Charges This feature allows you to set up the credit card in Workamajig and process the charges daily....
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Where can I find a 1099/1096 Tax Form? [FAQ]
For the use with our 1099/1096 Printing, our engineers designed the US Tax forms to match the forms we obtained from Staples.com:
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How do I enter Payroll into Workamajig? [FAQ]
This is done by creating a Journal Entry for each pay period. It's then up to you to determine the amount of detail within the JE and what GL Accounts it should track to. This can be set to recur e...
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Advance Billing and Taxes [FAQ]
#1, if they collect sales tax on the adv bill, then it can only be applied against the future sales tax. So, their regular invoice must have a sales tax amount matching the tax code as the adv bill...
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Client Invoice Definitions [FAQ]
Void = Creates a negative invoice transaction to reverse the original transaction. You cannot Void an Advance Bill. Write Off = Typically used if the client is not going to pay for the invoice. Thi...
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I am having problems connecting to Workamajig... [FAQ]
We may ask you to perform a Traceroute to verify that you are connecting to our servers. On a Mac, open the Utilities folder and run the Network Utilities application. Select the Traceroute tab and...
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I do not see my email in the Project Conversations... [FAQ]
Confirm you have been sending the email to the correct mailbox address. Confirm the project number is in the body and surrounded by double square brackets, Ex. [[projectnumber]]. Confirm the mailb...
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Not receiving any email after recent migration... [FAQ]
Following a Workamajig mail server migration or if you are new to the system, you may find that your team is not receiving email from Workamajig. The likely cause is settings on your mail server ha...
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How do I create a Custom Login Page? [FAQ]
Using our sample code, you are able to create a self-branded web page that allows users to log in to Workamajig. Refer to the Custom Login Pageguide for more information. How do I setup HTTPS Acc...