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Client Billing: Setup To Accurate Invoicing | Billing Role, Intermediate Level [Webinar]
Unleash your invoicing prowess with the electrifying "Client Billing: Setup To Accurate Invoicing" webinar! Get ready to dive into customized invoice creation, armed with expert tips & discover the...
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Accounting Basics [Webinar]
Join us and discover the Accounting Basics webinar designed to empower newcomers in the accounting field with essential knowledge. Host: Jennifer Date: 12/14/2022 Role: Accounting Level: Basic Sub...
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Project management views [guide]
Guide contents: Navigation | Project management views | ResourcesNavigationFrom the Global search, click on Views. Then look for the subcategory called Project management.Project management viewsHe...
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Google Personal Calendar Subscription
Initial Setup | Workspace Personal Calendar | Traffic Considerations | Resources In order for the Project Manager/Traffic Manager to better understand the total workload of the team, Workamajig a...
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Submit a project change request [in-depth guide]
Guide contents: Who can submit a project request for review? | Using a project change request form | Next step Project change requests allow members of your internal team or your clients to initi...
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Parent clients [in-depth guide]
Guide contents: Setup a parent company | Setup a child company | Billing parent companies | Financial reports for parent companies | Where do I put the contact record? In the parent or the child? ...
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System scalability [in-depth guide]
Guide contents: Upsizing | Downsizing | General review When/If there are changes to your company and you either need to upsize or downsize the use of Workamajig, we are here to assist with this t...
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Import Matrix: Billing Groups
Technical Documentation Billing Groups Available Fields ActiveBilling Group CodeCommentsDescriptionGL Company Matrix Field Name Key Field Required Valid Values Table Validation ...
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Bell notifications [in-depth guide]
Notifications The notification bell at the top of the toolbar is there to alert you when there are actionable item(s) for review and/or approval. Click on the bell icon in your toolbar to open the...
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Upload bank transactions [in-depth guide]
Overview Auto-matching downloaded bank transactions Many banks allow banking transactions to be downloaded from their website to a file. New or open reconciliations will show the controls that allo...