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Building Reports: The Intermediates Guide | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, we will start with building a basic report: columns, grouping, calculated columns, filters, and scheduling and show a few more advanced techniques to view results.Host: DavidDate: ...
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Purchasing: Handling Agency/Client Expenses | Purchasing Role, Intermediate Level [Webinar]
In this webinar, we will look at the setup, ordering, voucher entry, and payment workflows to better track your client/project/agency expenses.Host: DanielDate: 07/25/2023Role: PurchasingLevel: Int...
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Views overview [guide]
The Views are reports that look at one line per record. Some Views have additional functionally. Such as the Projects views, since you can check and update multiple rows. Accessing all Views | Vie...
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Everyone views [guide]
Time sheets Reports one row per Time Sheet. Shows Time Sheets you have access to. Allows for updating of multiple records. You can use this view to access your past time sheets, and even unapprove...
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The Workamajig Administrator | Admin/Manager, Advanced Level [Webinar]
In this webinar, we will look at system settings, page settings, and access settings that allow your team, freelancers, clients, and vendors to get the most out of Workamajig.Host: DavidDate: 07/11...
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Tracking Fields: Use of Custom Fields and Spec Sheets | Admin/Manager Role, Intermediate Level [Webinar]
In this webinar, we will look at the setup of tracking fields in Spec Sheets, and Company/Project custom fields to better track project and client information. This will include the setup of condit...
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2-Factor authentication [guide]
This guide walks you through how to setup and use Two-Factor Authentication (Also known as 2FA) with your Workamajig Logins. Please note that this is an independent SMS/email-based verification f...
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Journal Entry Approval Process
When enabled from Admin/Manager > System Setup > GL Tracking > Default GL Accounts. You can enter the Default Approver for journal entries. This employee will appear on the entry screen and can be ...
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Managing Access for Creatives in Workamajig [Webinar]
Discover the secrets to setting your Creative team up for efficient time entry, task management, and seamless project communication within the dynamic world of Workamajig! Host: Brittany Date: 04/...
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How to connect to Workamajig | Admin/Manager Role, Basic Level [Webinar]
Learn how to supercharge your productivity with Workamajig's seamless connections to external sources. From email integration and credit card transaction downloads to calendar syncing and API data ...