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Admin/Manager > Import Data page [Guide]
Navigation | Import file | Resources Prior to importing records into Workamajig, you will want to prepare your data/files ahead of time for the best results. It's also best to import one or two r...
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Billing worksheets > Create invoices [in-depth guide]
This step shows all worksheets that have been approved & are ready to be turned into client invoices. Select the worksheets to complete and create invoices automatically formatted according to your...
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Salesperson > Contacts page [guide]
Navigation | Add a contactNavigationThe Contacts screen provides a view of your favorites and recently accessed contact records.Search for contacts by using the search bar or Views.Access contact d...
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In-out status [in-depth guide]
Setup | UsageThis is a digital version of the office status board.Recommend: For all users.NOTES: Users must manually choose if they are in or out and add/update the comments. Users can be given th...
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Everyone > Expense reports page [guide]
Navigation | Add an expense | Submit an expense | Print an expense report | Change system settings | Viewing existing expense reports | Approving expense reports | Resources Electronic expense re...
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BETA - Templated Conversations
Email TemplatesPLEASE NOTE: The Automation Engine is currently in Beta and lives within Workamajig Labs. Features and functionality may change as we continue to develop this tool. We are actively ...
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Working Towards Year End Finances | Accounting Role, Advanced Level [Webinar]
In this session, we will look at getting your system ready for year-end financial reporting, including 1099 and Taxes. We will also discuss how to begin setup for next year, so everything is in...
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Why Should I Create Assignments | Management Role, Intermediate Level [Webinar]
In this webinar, we will look at the benefits derived by adding assignments to your project tasks. Host: Rod Date: 10/03/2023 Subscribe to our YouTube channel for more video content
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Accounting views [guide]
Journal Entries Reports one row per Journal Entry. Account Reconciliations Reports one row per Account Reconciliation. Revenue Forecasts Reports one row per Revenue Forecast. Financial Budget...
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Revenue Forecasting [Webinar]
Forecast revenue + resources & provide accurate profitability analysis by client and project! Host: Birgitte Date: 11/16/2022 Role: Administrator Level: Advanced Subscribe to our YouTube channel f...