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Purchasing: Purchase items [in-depth guide]
Guide contents: Navigation | Add a new purchase item | Additional details | Edit columns | Print | Resources Navigation Menu > Admin/manager > System setup > Purchasing > Purchase items Purchase ...
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Billing options: Invoice templates [in-depth guide]
Guide contents: Navigation | Add an invoice template | Copy template | Options | Layout | Broadcast orders | Insertion orders Navigation Menu > Admin > System setup > Billing > Invoice templates ...
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Contact management: Calendar resources [in-depth guide]
Guide contents: Navigation | Calendar Resources | Resources Navigation Admin > System setup > Contact management > Calendar resources This section contains a list of calendars associated with the...
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Global lists: Project status codes [in-depth guide]
Guide contents: System setup | Add a project status code | Update Blank Baseline Dates | Other Use CasesSystem setupAdmin > System Setup > Global Lists > Project Status CodesProject status codes ar...
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System options: Security settings [in-depth guide]
Guide contents: Navigation | Security groups defaults | Edit security group | Full user & client rights | Global options | Resources Navigation Menu > Admin/manager > System setup > Account infor...
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Project budget [in-depth guide]
Guide contents: View options | Filed Calculations | ResourcesThis screen shows you the current project's budget, which is made up of all approved estimates. This allows for visibility of budget and...
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Project Billing
Billing Method | Time & Materials Billing | Fixed Fee Billing | Advance Billing | Editing Transactions | Security Rights | Resources The Project Billing screen is designed to allow your team to c...
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Strata sync - sending StrataLink log files to Workamajig [in-depth guide]
1) Create a folder on your desktop, name it for the problem estimate EST1234, for example 2) Open Strata Citrix window>Windows File Explorer 3) Strata>Workamajig>StrataLink>Logs 4) The Logs fold...
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Media (pre)billing & accrual [in-depth guide]
Guide contents: Setup | Getting orders into Workamajig | Review what to bill | Prebill at | (Pre)billing media | Accruals & reversals | Closing Prebilled Order | Maintaining the media process | M...
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Employee notifications [in-depth guide]
Guide contents: Overview | Changes In Project Status | Changes In Project Settings | Daily Deliverable Status | Estimate Approval | Items To Approve | Missing Time | New Campaigns | New Clients | N...