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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...
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New manual broadcast order [in-depth guide]
Guide contents: Overview | Main input: new BO | Process flow | BO approval process | Prebilling BO | Order info tab | Line items | Traffic | Vendor invoices | Client invoices | Resources Overvie...
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Create POs from estimates [in-depth guide]
Once an estimate is approved, you can now create POs from the expense lines. You can either click the Create PO button from the top of the estimate, or from within each detail line. When you click ...