(Guide Admin)
- Total activity 2097
- Last activity
- Member since
- Following 0 users
- Followed by 2 users
- Votes 14
- Subscriptions 1066
Articles
Recent activity by (Guide Admin) Sort by recent activity-
Migrating to New Server-Windows Server
Server Migration Instructions Below are the instructions for migrating your current Workamajig database and files to a new Windows-based server. Server and Software Requirements Basic server and ...
-
Viewing budgets & email notifications [in-depth guide]
Guide contents: Types of budget breakdown | Est hours column from the project schedule | Project budget | Active project page | Reports | Notifications | Next steps Approved estimates become the ...
-
GL account types [in-depth guide]
Guide contents: Overview | Asset account types | Liability & capital account types | Equity account types | Income account types | Expense account types Overview When adding a new GL account, Wor...
-
General ledger [report]
The general ledger report can be used to see and run the balance of your accounts. It shows what is currently posted to your GL accounts and how they sort to make up that balance.The accounting: GL...
-
Opportunity fields [guide]
Opportunity-specific custom fields will appear within all kinds of views and custom reports. These can be sued in the Map-to project fields feature. Check out the Custom fields overview [in-depth g...
-
Currency rates [guide]
-
Billing options: Sales tax rates [in-depth guide]
Guide contents: System setup | Setting up items | How tax applies to client invoices | Tracking tax-exempt clients | Printing the invoice | Reporting | ResourcesSystem setupMenu > Admin > System se...
-
Everyone > Notes page [guide]
In the notes section under Everyone, you can add company notes for all to see and utilize. Which is a great way to maintain a list like a company directory, when company holidays are, or other info...
-
Employee costs/labor net [guide]
Guide contents: Who can/should see this in reports & lookups | Recommended assessments | ResourcesWorkamajig tracks the cost of each employee's time entry based on their set hourly cost from their ...
-
Box.com Setup
Workamajig Setup | Box.com Authorization | Verify the Setup | How do I Transfer my current files on Workamajig | Further Assistance Make note of your username and password. Also, create a folder ...