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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...
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Slack API
Pre-Setup | Slack Setup | Workamajig Setup | User Setup | Project Setup | Project Conversation To and From Slack | Slack / Commands | Troubleshooting | ResourcesThis feature is designed to extend W...
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Multi-currency overview [video]
Multi Currency Overview
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Posting work in progress (WIP) [in-depth guide]
Guide contents: Overview | What posts | Setup | Posting WIP | Batch Detail Categories | Unposting WIP | What happens when WIP is posted | Transferred transactions | When to post WIP | Monitoring W...
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Auto-assign [in-depth guide]
Guide contents: The way | Approved estimate vs. no estimate | Button location | Pressing the Auto-assign button | Example | What about when things change? | Resources The ability to auto-assign u...
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Printing/emailing estimates [in-depth guide]
Guide contents: Create a PDF of the estimate | Send the estimate to your client | Signature approval font | Resources Once you have an estimate ready for your client to review, you can either ema...
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Corporate profit & loss flowchart [in-depth guide]
The below diagram shows several examples in one. But you could have many more or less of each. Then based on how you have set up the system, all your projects and each individual transaction (time ...
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Project timeline [report]
Shows Gantt Chart view of the schedule for one or more projects. How it works Shows Gantt Chart view of the schedule for one or more projects.
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Campaign budget [in-depth guide]
Guide contents: Budget screen | Edit columns | Next step Budget screen The Budget tab allows you to view the campaign budget vs. individual project budget vs. project & campaign actuals. All appr...