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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
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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 dateNOTE: As Freewheel has move...
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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...