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System setup: GL tracking options [in-depth guide]
Guide contents: Navigation | GL tracking options | Default GL accounts | Work in progress tracking | Prebilled purchase orders & media | Advance sales tracking | Advanced purchasing tracking | Rev...
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Billing options: Billing items [in-depth guide]
Guide contents: Navigation | Setup | Add a billing item Navigation Admin/manager > System setup > Billing options > Billing items Most commonly, billing items allow you to track & organize servic...
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Contact management: Opportunity stages [in-depth guide]
Guide contents: Navigation | Opportunity stages Navigation Menu > Admin > System setup > Contact management > Opportunity stages Opportunity stages allow you to create a sales funnel to track you...
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Account information: Account setup [in-depth guide]
Guide contents: Navigation | Company info | Accounting info | Address info Navigation Menu > Admin/manager > System setup > Account information > Account setup This is the company name & address...
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Media: Broadcast items [in-depth guide]
Guide contents: Navigation | Add a broadcast item | Additional details | Resources Navigation Admin/manager > System setup > Media > Broadcast items Broadcast items are used to categorize your pu...
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Month-end procedures [in-depth guide]
Guide contents: Month-end process | Year-end process | Resources Workamajig provides a way for you to perform a soft close of your financial records. It is recommended that you do this each month...
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Multi-currency: overview [in-depth guide]
Overview | Next Steps Overview See our Multi-currency overview [video] When setting up the multi-currency functionality for your company, you have to choose a home currency. Once the multi-curre...
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Accounting overview [in-depth guide]
Overview The purpose of the Accounting user’s guide is to outline The Way (our suggested workflow) for utilizing the accounting module in Workamajig as well as to outline the basic requirements an...
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Employees overview [guide]
NavigationTo access your employee list, go to Menu > Admin > Employees.This screen will list all employees entered into the system.You can filter it to show only current active employees and also m...
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Display options vs. system settings [guide]
You may notice that when you click on the More button from any page, there are several options, including Display settings and System settings.The difference in these options is that the display se...