(Guide Admin)
- Total activity 2114
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1070
Articles
Recent activity by (Guide Admin) Sort by recent activity-
AP procedures [in-depth guide]
Accounting the Workamajig way Guide contents: Overview | Accounts payable procedures | Printing checks | Monitoring your AP procedures Overview The purpose of this user’s guide is to outline 'The...
-
Multi-currency setup [in-depth guide]
Guide contents: Setup multi-currency tracking | Setup bank accounts, AR, AP, credit card accounts | Manage currency exchange rates | Setup companies, projects, campaigns & retainers | Vendor/contr...
-
Accounting setup [in-depth guide]
Guide contents: Main setup | Staff setup | Project setup | Purchasing setup | Billing setup | Misc setup | Go live - accounting Workamajig has tried to make it easier for our users to get up and ...
-
Credit memos [in-depth guide]
Guide contents: Overview | Adding a credit memo | Connect credit to outstanding invoices | View the posting detail Overview The purpose of creating a credit memo invoice is to create a credit fo...
-
Exchange Server Sync - IT Setup Guide
NOTE: Workamajig is deprecating the Exchange Server Sync. The preferred connection is using a subscription to your Outlook calendar. The tool may be hidden in the UI. If you do not see Sync Setting...
-
Journal entries in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: In Workamajig with the accounting features, of course, we need to be able to do all of the typical accounting items, such as...
-
Task Manager - Auto Server Update
Workamajig allows you to control whether your Workamajig Server is auto-updated with the latest releases. When the Workamajig engineer installs Workamajig on your server, the auto-update features w...
-
Google Calendar Sync
THIS FEATURE HAS BEEN DEPRICATED. IF YOU HAVE IT WORKING THAT IS FINE BUT IT IS NO LONGER SUPPORTED. We have moved to a subscription model, see Google Calendar Subscription NOTE TO EXISTING USE...
-
In-House Training: Initial Setup
Attendees: Core Workamajig Implementation Team. Scheduled Time: 1 hr In order to ensure the effective use of your Implementation Team's time, prior to the call with your Workamajig Account Manager,...
-
Discovery Training Call for Agencies
What is the Discovery Training call? We want to get to know you during this 30-60 minute call. We will discuss your needs, expectations, and goals for implementing Workamajig. Based on the informa...