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Custom Reports Datasets Cheat Sheet: Financial
Budgeted Revenue Detail Account Type Class ID Class Name Client ID Client Name Company ID Company Name Department Name Financial Budget GL Account Full Name GL Account Name GL Account Number GL Par...
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Retainer fields [guide]
Retainer-specific custom fields will appear within all kinds of views and custom reports. These can also be pulled into an estimate or invoice layout. Check out the Custom fields overview [in-depth...
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GL Company Mapping [guide]
Menu > Admin > System setup > GL settings > GL company mapping This setup is used for the purposes of what we refer to as Intercompany Transactions. Its where one GL Company can pay for another GL ...
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Purchasing: Item rate sheets [guide]
Guide contents: Navigation | Add an item rate sheet | Resources Navigation Admin/manager > System setup > Purchasing > Item rate sheets Purchase item rate sheets are used to standardize markups f...
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Billing options: Estimate templates [in-depth guide]
Guide contents: Navigation | Add an estimate template | Copy template | Options | Layout Navigation Menu > Admin > System setup > Billing options > Estimate templates Estimate layouts allow you t...
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Contact management: Define source [in-depth guide]
Guide contents: Navigation | Define source | Resources Navigation Menu > Admin > System setup > Contact management > Define source This allows you to run reports of leads & companies by where the...
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System Options: Custom Menu Setup [in-depth guide]
Guide contents: Navigation | Custom Menu Setup | Adding Items | Copy Custom Menus | Delete Custom Menus | Example | Show All Apps Creating custom menus for your users is a great way to keep them ...
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Global lists: Project templates [in-depth guide]
Guide contents: System setup | Add/edit project templates | Setup & details | Resources Project templates are one of the most powerful aspects of Workamajig's project management system. Here you ...
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Admin/Manager > System Setup page [Guide]
Navigation From this area of the system, you can adjust how the system works in various ways. Below is the full view of all system setup options, with links to each specific article of interest. ...
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Void a payment [in-depth guide]
Guide contents: Void a payment | If the check has been printed | The check has NOT been printed | Close vendor invoice | Resources You can Void a payment when an error occurs during check printin...