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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 | ResourcesConsiderationsPlease read the below notes prior to proceeding with setup. NOTE...
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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...
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Strata sync: [overview]
StrataLink guide This guide reviews the entire setup process and designed use of this feature. StrataLink tool This guide links the latest Strata Sync Tool that Workamajig maintains. Strata sync tr...