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Intercompany transactions & posting [in-depth guide]
Guide contents: Setup GL Company Mapping | Entering Transactions | Journal Entries | Vendor Invoices | Payment | Client Invoices | WIP Posting Within Workamajig, you can track several different f...
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Metrics monitor [report]
You can access the metrics monitor report from:Menu > Everyone > Report center > Financial Reports > Metrics monitorBelow are the descriptions and calculations contained in each area of the report....
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Purchase orders by project [report]
Shows purchase orders grouped by project number. How it works Shows order information by project. Same as Purchase orders by project.
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Deliverable fields [guide]
Deliverable-specific custom fields will appear within all kinds of views and custom reports. But were mostly designed to use within the Project manager: Deliverables board. If using the deliverable...
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Global lists: Report groups [in-depth guide]
Guide contents: System setup | Add a report group | Choose which report group a custom report belongs to | Tips for using report groups System setup Menu > Admin > System setup > Global lists > R...
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Time tracking: Services [in-depth guide]
Guide contents: Navigation | Services list | Editing services | Edit columns | Replace service | Adding new service | Resources Services allow you to track and categorize employee labor for use i...
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Amazon S3 Setup
Amazon Setup | Workamajig Setup | Verify The Setup | Other Considerations | ResourcesNOTES: Workamajig only needs one sign-on account to connect. Thumbnails are not supported when using box.com.if ...
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Vendor invoices overview [in-depth guide]
Guide contents: New vendor invoice | Add invoice lines | Prior to approval/posting | Applying credits to invoices | Vendor credits | Schedule vendor invoice | Payments The vendor invoice system i...
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Project requests Map-to feature [in-depth guide]
Guide contents: Define custom fields | Map-to | Tips & tricks | Resources This guide will help you to understand and use the "Map-to" custom field option in project request forms. The basic thing...
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In-House Training: Chargebacks/Billing
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...