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GL Companies [in-depth guide]
Guide contents: Navigation | Add a GL Company | Turn GL Company On | Turn GL Company Off | GL Company Security | GL Company Mapping | Corporate profit & loss layouts | Check Formats | ACH Notificat...
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Strata sync - StrataLink [in-depth guide]
The Workamajig way for handling media using StrataNOTE: Strata has recently changed its outdoor module. They now allow you to create "date range" client invoices for outdoor billing. Because you ca...
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AR procedures [in-depth guide]
Guide contents: Entering client receipts | Applying funds to invoices | Applying receipt to sales | Details edit | Void a receipt | Monitoring your AR procedures | Client invoices listing screen ...
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Multi-currency: transactions [in-depth guide]
Guide contents: Vendor invoices | Purchase orders | Expense reports | Misc costs | Time entries | Journal entries | Next steps | Viewing Transactions When entering transactions such as vendor inv...
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Accounting workflow [in-depth guide]
The workflow of your financial team may vary depending on the size of your agency. We have outlined the various areas of focus for accurate financial reporting. Many of the sections will be duplica...
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Managing login passwords [guide]
As an administrator | As an employee This guide will detail the steps of how to change/reset login passwords for employees. Be sure to read the Add new employee [in-depth guide] first, as you wil...
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File Storage
Overview | WebDAV based file system | Platforms And Setup Info | Changing File Locations | Legacy Users | Resources Overview Workamajig has always provided a way for you to store your project fil...
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Advanced Setup Guides
General | Contact & Calendar | Project There are various features in Workamajig that require your IT Department to set up things outside of Workamajig for additional features to function properly...
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Profit & loss in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: In Workamajig We wanna make sure that you're making smart business decisions and you're also aware of how well you're doing,...
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Prepayments [in-depth guide]
Guide contents: Where to look for prepayments | How to apply a prepayment A prepayment in Workamajig is when any receipt is posted prior to the invoice date. The typical example of when prepaymen...