(Guide Admin)
- Total activity 2097
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1066
Articles
Recent activity by (Guide Admin) Sort by recent activity-
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...
-
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...
-
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...
-
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...
-
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...
-
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 ...
-
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...
-
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...
-
Creatives > Projects page [guide]
From this page, you can access all projects where you are on the project team or have an assignment. Click on the project number to see the project details. The view available to you in the project...
-
New out-of-office event [in-depth guide]
This guide will show you step-by-step how to create an Out Of Office meeting event in Workamajig. The purpose of this event is to tell Workamajig that you are out for the day so that others can be ...