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Create new security group [in-depth guide]
Guide contents: Create a new security group | Assigning security group to users | If no rights are checked | Resources Workamajig uses security groups to control what employees and contacts can d...
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Clients overview [in-depth guide]
Guide contents: Clients screen | System setup | Add/edit clients | Parent & child clients | Markups | Client credit card processing | Projects | Billing | Reporting Clients screen The Clients scr...
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Client invoices overview [in-depth guide]
Guide contents: Types of client invoices | Ways to use client invoices | Reporting on client invoices | Generating & printing client invoices | Invoice Numbering | Client invoice setup matrix | Est...
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Global lists: Deliverable status [in-depth guide]
Guide contents: System setup | Resources Adding deliverable status to the mix allows manually moving a deliverable through a series of statuses independent of the tasks in the schedule. This also...
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Balance sheet [report]
Menu > Everyone > Report Center > Financial Reports > Balance Sheet Menu > Accounting > Today Accounting > Financial Reports > Balance Sheet Shows assets, liabilities and equity balances as of a sp...
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Media billing [report]
Shows unbilled media similarly to the mass billing screen. How it works Shows unbilled media orders similar to mass billing/media billing. The difference with mass billing is that various groupin...
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Media details [report]
Shows media order variances from actual vendor invoice with multiple grouping options. This report allows you to see an order and all its connections regardless of the current state or process in...
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Media mix analysis [report]
Shows media types for the year by quarter with mix percentage, grouped by client. How it works Shows media types for the year by quarter with mix percentage, grouped by client.
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Media recap [report]
Shows media orders with net and gross amounts, grouped by month and by client. How it works Shows media orders with net and gross amounts, grouped by month and by client.
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AR aging [report]
Shows all accounts receivable with open balances and aging.Search criteria:Age receivables as ofThis date field is key when using this report. It looks at the posting date set on the client invoice...