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Task predecessors [in-depth guide]
Guide contents: General questions | The basics | Negative & positive lag | Concurrent & triggering multiple tasks | Summary task level predecessors | Cross project predecessors | ResourcesThis guid...
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Contact fields [guide]
Contact-specific custom fields will appear within all kinds of views and custom reports. These also replicate into the available company fields as well, yet they are separate when reporting on them...
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GL classes [guide]
GL classes Menu > Admin > System setup > GL settings > GL classes GL classes are used to segment transactions posted to the general ledger. They can be used for several different types of needs. Th...
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Media: Revision reasons [guide]
Navigation | Resources Navigation Menu > Admin > System setup > Media > Revision reasons Allows you to customize the 'revision reasons' field for reporting purposes. Resources The media role in...
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Order line: Define field groups [in-depth guide]
Guide contents: Navigation | Add order line field groups | Add fields | Example | Resources Navigation Menu > Admin > System setup > Purchasing > Define order line field groups See the Define ord...
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Billing options: Payment methods [guide]
Guide contents: Navigation | Add a payment method Navigation Menu > Admin > System setup > Time & billing > Payment methods Payment methods are used to categorize receipts from clients. Typical o...
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Contact management: Company types [guide]
Guide contents: Navigation | Company types Navigation Menu > Admin > System setup > Contact management > Company types Company types are used in contact management to segment your contact databas...
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Global lists: Offices [in-depth guide]
Guide contents: System setup | Add an office System setup Menu > Admin/manager > Setup setup > Global lists > Offices Workamajig allows you to separate out employees, projects, project files stor...
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Account information: Workamajig Labs [guide]
Guide contents: Navigation | Release notes Navigation Menu > Admin > System setup > Account information > Workamajig Labs This is where you can enable Labs and Beta features for the entire compan...
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Billing > Billing graphs page [guide]
By default, this page will show graphs that a typical agency might use.To add more or customize your graphs further, please refer to the Custom graphs [guide].Navigation