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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...
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Strata sync - Strata to Workamajig Sync fields [in-depth guide]
NOTE: You can now use invoice month as another option for the posting date when syncing over vendor invoices from Strata. Broadcast estimate Strata Field WMJ Field Database Type Cl...
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Contractor [in-depth guide]
Guide contents: Vendor setup | Contact setup | Employee setup | Hourly cost | User access | Vendor cost |Vendor invoice entry | Managing contractors | Mark as paid/unpaid | ResourcesFor information...
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Windows WebDAV - DLL Update
Workamajig Windows WebDAV DLL Update If you are having an issue with files, please make sure that the Workamajig Server version and your file server version match If it does not or displays "Not a...
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Web To Leads
Workamajig allows you to capture information directly from your website using our Web To Lead feature. The information will be placed in the Leads area of the Contact Management module. Besides the...
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Pay & reconcile credit cards [in-depth guide]
This guide will show you the process by which you generate payments for credit card charges and how you can reconcile those payments. Guide contents: To pay as of | Select card & charges | Generat...
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Billing Schedules
Billing schedules allow you to create a timeline of when a project or campaign should be billed. It can be a specific date or a task in the schedule of the project. It also allows you to set a spec...