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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...
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Closing projects [in-depth guide]
Guide contents: Complete all tasks | Change project's status | Clear all open project transactions | Archive files (optional) | Close the project | Mass closing projects | Reporting | ResourcesThe ...
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Workamajig Server - Local Hosted
Workamajig Server And Software Requirements | Maintenance | Public Access (Local Hosted Servers Only) | Support Guides | Migration StepsATTENTION!!!!!To All Local Hosted Workamajig Administrators a...
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In-House Training: Project Requests
Attendees: Workamajig Implementation Team, Project Managers, and Account Managers. Scheduled Time: 1 hr The use of project request forms is a quick and efficient method for tracking, approving, and...
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Project Intake Training for Agencies
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, Traffic Team. This training session is designed to teach you how to create a new project. This is done by copying...
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Admin/Manager > Employees page [Guide]
Navigation | Add new employees | Mass employee updates | Edit employee record | System settings | Views | Resources This page is designed so you can manage your employee records in the system. ...
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Billing worksheets > Approve worksheet [in-depth guide]
Any person with the right to create invoices can approve a billing worksheet. During the approval process, you have access to the same screens as in the review process. You can reject a worksheet o...
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Billing > Clients [guide]
Guide contents: Navigation | Add a client | Views | ResourcesThis is a list view of your clients, along with the default views & any custom ones that you've created to report on clients. From here...