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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...
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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...
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Currency rates [guide]
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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...
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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...
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Cross-project predecessors [in-depth guide]
Guide contents: System setup | Project schedule | Task detail panel | Example of usage | Resources This feature is for use in campaign-related projects. It is designed to allow the completion of ...
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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 ...
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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 ...
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Create a project/planning project/campaign from an approved request [in-depth guide]
Guide contents: Create a project from an approved project request form | Locating approved requests | Create multiple projects from a single approved request | Close project request Project reque...
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In-House Elective Training: Expenses
In the last session, you learned how to create a new project based on a template, how to add and remove project tasks, and how to enter a project estimate. In this session, we will build upon this ...