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Billing options: Billing groups [in-depth guide]
Guide contents: Navigation | Project setup | Billing worksheet generation | Resources Navigation Menu > Admin > System setup > Time & billing > Billing groups This feature is used to group togeth...
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Contact management: Opportunity status [guide]
Guide contents: Navigation | Opportunity status settings Navigation Menu > Admin > System setup > Contact management > Opportunity status Opportunity status allows you to define the status of the...
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Account information: Visual appearance [in-depth guide]
Guide contents: Navigation | Culture | Report options | Main menu | Report logoNavigationMenu > Admin/manager > System setup > Account information > Visual appearanceThis area allows you to set def...
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Managing schedules in Workamajig [in-depth guide]
Guide contents: Task assignment styles | Traffic management styles | Additional resources There are several different tools that are needed to successfully manage the schedules of an agency. Each...
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System setup: GL accounts [in-depth guide]
Guide contents: Navigation | Required account types | Adding & editing GL accounts | Additional considerations | GL account types | ResourcesNavigation Menu > Admin > System setup > GL settings > G...
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Billing > Advance bill invoices [in-depth guide]
Guide contents: Overview | Creating an advance bill invoice | Applying an advance bill to an invoice | Using multiple Liability Accounts | Regular advance bill workflow | Create a credit for an adv...
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Everyone > Toolbar feature [guide]
Guide contents: Toolbar | Navigation | Notifications | Search | New record | Help & Support | My settings ToolbarAt the top of every Workamajig page is the Toolbar. The toolbar is designed to give ...
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Plaid connection [in-depth guide]
Guide contents: Notes | Vendor setup | GL account setup | System setup | Verify connector | Pending charges | Resources Considerations Please read the below notes prior to proceeding with setup. ...
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Security group rights & definitions [in-depth guide]
Full user rightsWMJ desktop | System administration | Project administration | Project requests | Change request | Contact management | Time & expenses | Accounting | Billing | Purchasing | Media |...
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System log [guide]
Where to find it | Brief list The system log is a good tool to use if you are trying to track down what, when and by whom in the system something has occurred. For example, if a project number we...