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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...
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Get markup from [in-depth guide]
This guide is designed to show you how to set up & use the 'get markup from' setting to streamline your billing process. This can be applied at multiple tiers in the system, such as transaction pre...
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Corporate profit & loss [report]
Run Report | Search Criteria | Display Options | Report Options | External Reports | ResourcesThe corporate P&L reporting screen allows you to run your financial statements in a number of different...
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Project tasks by person & due date [report]
Shows all tasks by the assigned user within a date range. How it works Shows all tasks by the assigned user within a date range.
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Project budget analysis [report]
Menu > Everyone > Report Center > Project Financial Reports >The project budget analysis report provides the ability to compare budget vs actuals for multiple projects. Many of the columns will als...
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Project Manager > Planning projects page [guide]
Navigation | Planning new project | Schedule/estimate | Project settings | Billing | Linked projects | Tile view | Other areas | Webinars The planning project feature allows project and resource ...
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Campaign estimate [in-depth guide]
Guide contents: New campaign estimate | Project-based estimate | Campaign/segment based estimate | Next steps New campaign estimate The Campaign estimate tab allows you to create campaign-level e...