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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...
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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...
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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...
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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 ...
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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...
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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...
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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...
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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...
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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...
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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,...