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Everyone > Calendar page [guide]
Navigation | Calendar views | Add meeting | Display options | View others calendars | Add new calendar | Personal calendar | Public calendar | Subscription calendar | Additional resources The Wor...
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Mass Billing - Campaign Fixed Fee
This screen is designed to mass generate Client Invoices based on a Campaign Fixed Fee amount. In order for the system to recognize this method the campaign must be set with the Bill By = Campaign ...
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Google Public Calendar Subscription
Use of Public Calendar Subscription | G-Suite Group/Public Calendar | Resources Workamajig allows you to connect a group GSuite-Calendar into the Workamajig Public Calendar that may feed into the...
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Mark as ACH [in-depth guide]
Guide contents: Workflow | Vendor email vs primary contacts email | Example email to vendor | ResourcesThis process is designed as a way to simplify the payment process in Workamajig for when you a...
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Pivot table report [in-depth guide]
Guide contents: Edit view | Import/create a working exampleReports have now become a lot more dynamic with the new Pivot table features in custom reports. While there are ways to create columns of ...
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Review & approve project change requests [in-depth guide]
Guide contents: Review a project change request | Approve or reject a project request Project change requests allow members of your internal team or your clients to initiate a change in the scope...
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Import Matrix: Teams
Technical Documentation Menu > Admin/Manager > System Setup > Global Lists > Teams Available Fields Team NameUser IDUser Name Matrix Field Name Key Field Required Valid Values Table...
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Using Deliverables Types in Project Requests [in-depth guide]
Guide contents: Setup | Workflow | Resources If your requestor knows what they want to review as part of their initial request, you can use 'deliverable types' as a way for them to add the name(s...
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Account Reconciliations [In-depth Guide]
Workamajig allows you to reconcile a selected G/L account against your monthly statement. You are able to reconcile any general ledger account in Workamajig. Typically, you would reconcile bank acc...
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Prebill purchase orders [in-depth guide]
It is possible to pre-bill the client for a purchase once the PO is created and has been approved. The entire order or each order line can be prebilled via: 1. Your normal billing process: the ord...