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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...
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Media estimate [in-depth guide]
Guide contents: Overview | Special fields | Main input | Orders tab Overview Media estimates are used as an organizing element for all of your insertion & broadcast orders by clients. The current...
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Closing orders [in-depth guide]
Guide contents: Manually closing an order or line | Closing lines when applying to a vendor invoice | Closing prebilled lines using the accrued order detail report You can close the order, which ...
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Vendor accepts credit card [in-depth guide]
Guide contents: Setup | Workflow | Additional workflow | Resources This guide will offer you detailed use of the 'vendor accepts credit card' option in vendor setup. The purpose of this feature i...
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Add new change order estimate [in-depth guide]
A change order is used to track adjustments to the original scope of work. A change order is created using the same basic process of adding a new estimate, as outlined in the Add new project estima...
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New client invoice [in-depth guide]
Steps to manually create a client invoice | Adding line items | Edit Header Information | Viewing Transaction Details | ResourcesThis guide will provide instructions on how to manually create a new...
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Cash projection - drill down [report]
Shows beginning and ending balances for AR, AP, bank accounts and projected balance for the specified date range. Looks at the current bank balance. Then adds to it based on the due date of open c...
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Project tasks [report]
Shows all tasks by project.How it works: Shows all tasks, grouped by project.You can run the report as a PDF with the option to email it right from Workamajig or in Excel format.You can also set up...
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Billable summary - hours [report]
Menu > Everyone > Report Center > Project Financial Reports > Billable Summary - Hours Shows chargeable, non-chargeable and total hours with labor budget comparison. NOTE: GL Company Filter restric...