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Void a client invoice [in-depth guide]
The Void button on a client invoice is used by agencies that want to retain tracking of client invoices that have been incorrectly generated. This is not to be confused with a write-off of a stand...
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Edit project transactions [in-depth guide]
Guide contents: Navigation | Project details > Transactions | Transfer | Write off Navigation Project details > Transactions Select Project to view the setup & project details. This report vi...
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Auto schedule [in-depth guide]
Guide contents: The way | Settings | Definitions | What if scenarios | ResourcesThis guide is designed to give you an understanding of how the timing of schedules within Workamajig works by default...
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Custom Reports Datasets Cheat Sheet: Project
Deliverable Detail | Estimate Data | Estimate Detail Data | Project Billing Schedule Data | Project Cost Transaction Data | Project Cost Transaction Data (Labor Net) | Project Cost Transaction Data...
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Assignments view [in-depth guide]
Guide contents: Default views | Updating assignments | Search options | Resources This traffic report screen focuses on the assignments themselves. While you have the ability to customize & gro...
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Order header: Define order types [in-depth guide]
Guide contents: Navigation | System defaults | Add an order type | Default PO header fields | Default PO line type | Standard header text | Standard footer text | Resources Navigation Menu > Admi...
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Company fields [guide]
Company-specific custom fields will appear within all kinds of views and custom reports. These also replicate into the available contacts fields as well, yet they are separate when reporting on the...
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Define tracking forms [in-depth guide]
Guide contents: Add new tracking form | Verify access & form settings | Custom fields | Test out the form | Resources Tracking forms are a flexible tool for tracking all kinds of information & tr...
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Media: Markets [guide]
Navigation | Resources Navigation Menu > Admin > System setup > Media > Markets These are here for you to customize to your media use needs. Markets are then set up and tracked via a station or p...
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Billing options: Payment terms [guide]
Guide contents: Navigation | Setup | Add a new payment term | Resources Navigation Menu > Admin > System setup > Time & billing > Payment terms This area allows you to set the various payment ter...