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We Have a Better Report For That | Admin/Manager Role, Advanced Level [Webinar]
In this webinar, we will look at advanced reporting and view functions of Workamajig. Host: David Date:3/26/2024 Subscribe to our YouTube channel for more video content
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Billing Cycle Workflows | Billing Role, Intermediate Level [Webinar]
In this webinar, we will look at a monthly billing cycle workflow and how to best set it up to keep everyone in the loop. Host: Daniel Date:2/27/2024 Subscribe to our YouTube channel for more vi...
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Do You Have Time? | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, we will look at time entry and how management is able to control how and what staff can enter.Host: BrittanyDate:2/13/2024Subscribe to our YouTube channel for more video content
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Reassigning and Editing Assignments
Reassign/Edit Assignments This article will cover the various ways you can reassign and edit assignments in the system and the effects of each way possible. What is an Assignment in Workamajig? ...
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Calendar Meeting Approval
Admin Setup | User Setup | Requestor Workflow | Approver Workflow | ResourcesThe feature allows your users to seek approval for a meeting from a defined person. This feature is designed to use for ...
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Backend Management | Admin/Manager Role, Advanced Level [Webinar]
In this webinar, we look at ways the Workamajig Administrators can control access and streamline the display of information for your team. This will include Transaction Preferences, Security Groups...
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Dashboards and Custom Menus | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, you will learn how to customize various dashboards and create custom menus for your team.Host: JenniferDate: 1/9/2024Subscribe to our YouTube channel for more video content
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Top 10 Ways to Recharge Your Agency for 2024 [Webinar]
In this webinar, our featured speakers, Jonathan Baker, Steve Guberman & Rhonda Burt will delve into strategies, trends, and proven methods that will transform how your agency starts and finishes ...
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Avalara
New Feature: May 2026 UpdateGuide contents: Avalara Overview | Avalara Connection | Setup Avalara Tax Codes | Setting the Tax Codes and Tax Exempt Clients | Invoicing Clients | Viewing Sales Tax Am...
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Estimate and Invoice Printing | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, we will look at printing Estimates and Invoices using Templates and Layouts.Host: BrittanyDate: 08/222023Role: Admin/ManagerLevel: IntermediateSubscribe to our YouTube channel for ...