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Send It To Me | Everyone Role, Intermediate Level [Webinar]
This webinar will look at the setup and use of "scheduled" or recurring items, including reports, project transactions, billing, and expenses. Host: David Date:7/23/2024 Subscribe to our YouTube...
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Media views [guide]
Media Estimates Reports one row per Media Estimate. Stations Reports one row per Station. Broadcast Orders Reports one row per Broadcast Order. Publications Reports one row per Publication. ...
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Project Communication [Webinar]
Discover the hidden potential of communication within Workamajig! Join Jennifer from Workamajig in an engaging webinar where she covers features like message management, email integration, deliver...
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Month & Year End | Accounting Role, Advanced Level [Webinar]
Get ready for an exciting webinar covering month-end procedures and a special focus on 1099 reporting in Workamajig. Discover how to set up vendors, run 1099 forms, navigate financial reports, reco...
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Resource Manager > RM graphs page [guide]
NOTE: To view this graph page, you will need the security right of View the RM graphs. Navigation By default, this page will show graphs that a typical agency might use. Please refer to the...
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Purchasing & Expenses [Webinar]
Discover the secrets of efficient purchasing and expense management in this webinar! Uncover the power of purchase orders, employee expense accounts, vendor invoices, and credit card charges, whil...
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Export to Google Sheets [in-depth guide]
You can now take your custom report data from Workamajig into Google Sheets for further data manipulation. This is done by bringing over the CSV data of the reports URL.Besides Custom reports, this...
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Troubleshooting project change requests [in-depth guide]
Below are some Q and As to help you in troubleshooting common issues with using project change requests. Can I use project change requests with an opportunity project? No. An opportunity proj...
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Import Matrix: Billing Items
Technical Documentation Billing Items Available Fields ActiveClass IDDepartmentDescriptionDisplay Order IDIDNameSales Account NumberStandard PriceTax 1 AppliesTax 2 Applies Matrix Field Name ...
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Mass Billing: Media
Views | Settings | Generating Invoices | Resources When billing Media in Workamajig, the most typical way to bill large amounts of media orders that may have been manually entered, or synced over...