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Billing views [guide]
Client List Reports one row per Client. Shows Clients you have access to. Allows for updating of multiple records. Client Invoices Reports one row per Client Invoice. Has some unique options whe...
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Optimize how you Realize Revenue | Accounting Role, Advanced Level [Webinar]
In this webinar, we will look at the workflow and financial effects when invoicing the client using Advance Billing, Pre-billing of orders, or using WIP. Host: Jennifer Date: 06/27/2023 Subscribe ...
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Project Shutdown & Analytics [Webinar]
Explore the comprehensive process of closing projects and delve into valuable insights by running post-closure reports. This dynamic session will provide practical guidance on completing tasks, cl...
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Billing 101 [Webinar]
Join Randy in the engaging "Billing Essentials 101" webinar as he covers the fundamentals of billing in Workamajig, focusing on time and materials, fixed fee, and retainer types of billing. Discov...
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Multi-currency: GL company [in-depth guide]
New Feature: May 2026 ReleaseTo activate the lab: Menu>Admin/Manager>System Setup>Account Information>Workamajig Labs>Allow GL companies to have foreign currency>click EnableOverviewGL company curr...
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Importing custom reports [in-depth guide]
Contents: Export view | Import view | Premade custom reports | Sharing custom reports | Resources | More Premade Custom ReportsWorkamajig can export a copy of your custom-made reports, which can be...
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Create or edit payment [in-depth guide]
Guide contents: Create payment | Edit payment Typically, payments are created using the select invoices for payment method. That can be found via Menu > Purchasing > Select invoices for payment s...
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GL company & office setup [video]
GL Company and Office Setup
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Approval process for purchase orders [in-depth guide]
Guide contents: Setup | Choosing an Approver | Send for Approval | Troubleshooting | Resources A PO can be approved by anyone who has the purchasing limit. You can set different approval limits f...
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Financial budgets [in-depth guide]
Guide contents: Overview | Main screen | Budget screen | Create new budget Overview Workamajig allows for financial budgets to be put into the system at a number of different levels. The budget...