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System options: Transaction preferences [in-depth guide]
Guide contents: Navigation | First time options | Show advanced options | Contact management | Clients | Projects | Campaigns | Estimates | Time sheet | Expense reports | Deliverables | Purchase or...
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Global lists: Project billing status codes [in-depth guide]
Guide contents: System setup | Add a project billing status code System setup Menu > Admin/manager > System setup > Global lists > Billing status codes Project billing status codes are most commo...
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Purchasing: Expense report items [in-depth guide]
Guide contents: Navigation | Add an expense report item | Additional item details | Edit columns | Resources Navigation Menu > Admin/manager > System setup > Purchasing > Expense report items Exp...
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Strata sync - troubleshooting [in-depth guide]
Guide contents: Typical steps to resolving issues | Changing a station ID | Error codes/definitions | FAQ Typical steps to resolving issues 1. Make sure you are running the latest Strata sync too...
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Multi-currency: reports [in-depth guide]
Guide contents: Balance sheet & bank reevaluations | Realized gains/losses | Unrealized gains/losses | Review The financial reports will be displayed using home currencies. The other reports will...
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Basic accounting setup [in-depth guide]
Guide contents: Overview | Security rights | Global settings | GL settings Overview The purpose of this user’s guide is to outline 'The way' (our suggested workflow) for setting up the account...
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Employee offboarding [in-depth guide]
Guide contents: How to | Item selection | Verify | Resources This feature is to be used when an employee is departing from your company or changing positions within your company. This allows you ...
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Backup Data
Workamajig Server | Installed/Local Hosted Server Workamajig Server When are backups performed? We perform a full backup of our Workamajig servers daily. These backup are used in case the server ...
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ACH Setup and Download ACH File [in-depth guide]
This guide goes over the setup and workflow for generating an ACH File to send to your bank for processing vendor payments.Guide contents: System ACH Setup | Vendor ACH Setup | Download ACH File | ...
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Credit card connector [in-depth guide]
The Credit card connector screen is used when you want the individual cardholder(s) to update/process their charges & submit them to an approver for review & payment processing. Guide contents: Op...