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System setup: Check formats [in-depth guide]
Guide contents: Add/update check formats | Check format edit screen | Testing your format | Other settings | Resources Menu > Admin/manager > System setup > GL settings > Check formats Check form...
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Billing Options: Write Off Reasons [in-depth guide]
Navigation | Add a write-off reason Navigation Menu > Admin > System setup > Time & billing > Write-off reasons When closing out transactions on a project, you have several Form actions to choose...
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Contact Management: Meeting Types [guide]
Guide contents: Navigation | Meeting Types | Resources Navigation Menu > Admin > System Setup > Contact Management > Meeting Types These apply to calendar meetings in Workamajig and allow you to ...
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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 ...