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Project Manager > PM graphs page [guide]
Navigation 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].
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Salesperson > Sales graphs page [guide]
Navigation 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.
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Admin/Manager > Owners Graphs page [Guide]
Navigation 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.
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Strata sync - StrataLink tool [in-depth guide]
Guide contents: Download | Using locally installed Strata | Using online/hosted version of Strata | What is transferred from Strata to Workamajig? | Override posting date The StrataLink tool le...
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Multi-currency: billing & payments [in-depth guide]
Guide contents: Client invoices | Receipts | Payments | Next step NOTES: Receipts must have the same currency as the client invoice currency. Payments must have the same currency as the vendor i...
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Accounting reports [in-depth guide]
Below are the typical reports that would be run throughout the month and at month-end: Unless otherwise specified, reports are found via Menu > Everyone > Report Center Labor Project financial repo...
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Deactivate employee [in-depth guide]
Guide contents: Steps to deactivate employee | Check activation status regularly | Resources This guide takes you through the administrative steps of deactivating an employee in your Workamajig a...
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Exchange Server Sync - Sync Fields
The Exchange sync will look at the following fields: Exchange Calendar All Day EventBody/DescriptionBusy Status (Busy, Free, Out of Office, Tentative)CommentCreation DateDisplay NameDurationEnd Dat...
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iCal/calDAV Calendar Sync
UPDATE: There is a know issue with MAC OS Sequoia 15.4 that affects ALL caldav connections, not just with Workamajig. It is recommended that you do not update at your MAC at this time. If you have ...
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Windows WebDAV - Options
We give you the ability to host your files on a server you maintain, by way of the WebDAV protocol. This can be configured using your Windows Server with our version of the WebDAV protocol installe...