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  • 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...

  • Admin/manager > Today Managers page [Guide]

    Navigation | Views | Conversations | Daily feed | New This is the page for managers and/or administrators to use so they can access a wide variety of data, not just actions relating to their roles ...

  • Accounting > Today accounting page [guide]

    Guide contents: Navigation | Daily feed | Conversations | New transactions | Items needing attention | Account balances as of | Views | Financial Reports | Resources Navigation By default, your ...

  • Media > Today media page [guide]

    The Today page for media is a centralized hub for the ordering & tracking of media-related items. It allows you to create print/broadcast orders, track order close & material due dates, adjust buy ...

  • Select invoices to pay [in-depth guide]

    Guide contents: Workflow | Advanced features | Paying with a credit card | Exclude from 1099 detail | Resources Workamajig provides a simple way to select vendor invoices & create payments that c...

  • Purchasing > Today purchasing page [guide]

    Guide contents: Navigation | Today purchasing | Purchasing workflow | Views | Conversations | Daily feed | Resources Navigation Today  purchasing The Today page for purchasing is a centralized ...

  • Billing worksheets > Generate worksheet [in-depth guide]

      Guide contents: Steps to generate billing worksheets | Next steps Typically, your accounting department generates billing worksheets. These worksheets are broken up depending on how you set up ...

  • Mass Billing: Project Fixed Fee

    This screen is designed to mass generate Client Invoices based on a Fixed Fee/Budget amount. Depending upon the search parameters, this screen will display a line for each project with a Billing Me...

  • Billing > Today billing page [guide]

    Guide contents: Navigation | Navigating your Today page | Conversations | Billing worksheets | To bill as of (mass billing) | Invoices | Views | ResourcesBy default, your current view is today’s da...

  • Resource Manager > Staff schedule page [guide]

    Guide contents: Navigation | Office | Date range | Options | Print | How It Calculates | Week view | Day view | Edit Columns | Updating assignments | Assigning by service | Meetings | ResourcesThe ...