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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 example2) Open Strata >Windows File Explorer3) Strata>Workamajig>StrataLink>Logs4) The Logs folder will be organize...
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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...
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Windows WebDAV - Hosted Setup
Requirements | Download The WebDAV App | WebDAV Application Server Install Folder | Digital Assets Folder | Web Site Setup In IIS | WebDAVServerConfig Folder | WebDAVConfiguration.exe | Workamajig...
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Custom Login Page
Download The HTML Code | Using Custom Form Posting | What Do I Need? | How Do I Create The Login Page? | Example Login Page With Code Workamajig allows you to build your own custom login page on ...
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Manually managing credit card charges [in-depth guide]
This guide will show you how to enter credit card charges manually, either as your main process of entering charges or to enter charges before they are downloaded into the connector to match later....
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Define project request [in-depth guide]
Guide contents: Security settings | Define a new project request form | Additional request setup | Next steps As there are no default project requests setup in the system, your team must define e...
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Task Manager
Task Manager Settings (WMJServiceConfig.exe), located in the Workamajig Task Manager folder, is used to control many things on your Workamajig Server, including website access, LDAP authentication,...
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In-House Training: Project Intake
Attendees: Core Workamajig Implementation Team, Project Managers, Account Managers, Traffic Team. Scheduled Time: 1 hr A project intake workflow allows your team to efficiently process your project...