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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...
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Accounting Today page in Workamajig [video]
Subscribe to our YouTube channel for more video content Transcript: Workamajig being an end-to-end solution has a full accounting package and we're gonna take a look at the Today page for acco...
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Credit card setup [in-depth guide]
This guide will walk you through the process of setting up credit card-type GL accounts.Guide contents: GL account setup | Security rights | Credit card approver | Resources NOTE: This guide has be...
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In-House Training: Create Project Template
Training Points | Homework | Resources Attendees: Core Workamajig Implementation Team, Project Managers, Traffic Team. The use of project templates is a quick and efficient method for creating pr...
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Project Templates Training for Agencies
Attendees: Core Workamajig Implementation Team, Project Managers, Traffic Team. The use of project templates is a quick and efficient method for creating projects in Workamajig. A template allows y...
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Accounting > GL Transactions/General Ledger Drill Down [Report]
Guide contents: Navigation | Search options | Example report Also know as the General Ledger Drill Down report. This report runs a balance of any account in the system based on the posted transac...
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Purchasing > Vendors page [guide]
Guide contents: Navigation | Search | Favorites | Recent | Views | New vendor setup | Resources This page allows you to manage your vendors in the system. Navigation Search Allows you to do a ...
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Billing worksheet > Form actions [in-depth guide]
Definitions If you use billing worksheets, you have this form action list when reviewing/editing transactions. Bill all selected items NOTE: All transactions are already in this state by default, t...
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Resource Manager > Assignment Management page [guide]
Guide contents: Navigation | Setup & options | Resource managers interface | Creatives interface | Resources The design of the assignment management page is new to the platinum interface and is a...