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Billing Training for Agencies
Attendees: Core Workamajig Implementation Team, Account Managers, AR Team, Accounting Team. In the last session, you worked on entering all of the costs associated with the project. In this session...
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Salesperson > Opportunities page [guide]
Navigation | Change opportunities stage | Edit opportunities | Convert to an Oppty project | Project details | Conversations | Closing an OpportunityNavigationThe opportunities screen provides a vi...
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Custom graphs [guide]
Create your own | Layout | Graph types | Use a Calculated Field | Filters | Colors | Settings | Export/Import | Tips and Tricks | Resources You can now create your own customizable graphs, based ...
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LABS - New Add Vendor Invoice
This lab helps to bring the Vendor Invoice Intake screen in line with other similar intake screens.Simply put, there is no line detail information to fill in now when entering a vendor invoice. Jus...
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Global Lists: Task Priorities [in-depth guide]
Here you can manage the Task Priority labels beyond the defaults of High, Medium and Low. Navigation Main Menu > System Setup > Global Lists > Task Priorities Setup By default there are three la...
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Electronic Billing Worksheets [Webinar]
Jennifer Broadwater, a trainer at Workamajig, conducts a training session on electronic billing worksheets, aiming to revolutionize the billing process. Participants learn about workflow, security...
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Real Time Notifications
Workamajig has the capability to alert you in real-time of your Changes and Notifications. This is all done while the browser is open and logged into your Workamajig account. So, regardless of what...
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Migrating to New Server-Windows Server
Server Migration InstructionsBelow are the instructions for migrating your current Workamajig database and files to a new Windows-based server. Server and Software RequirementsBasic server and soft...
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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 ...
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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...