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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...
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Connections Setup Training for Agencies (Elective Session)
Attendees: IT Team, Core Workamajig Implementation Team This session may actually be done as part of the Discovery Call or Initial Setup. This 15-min session is designed to have your Implementation...
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Project Manager > To Do Board [guide]
Navigation | System Setup | Search Options | Project Managers | Creatives | Workflow | Resources The to-do board can be a way for your creatives or web developers to track items in a board style,...
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Advanced Deliverables [Webinar]
Sherry Blanche, an experienced account manager at Workamajig, is hosting an exciting webinar on unleashing the power of advanced deliverables. Attendees will explore cutting-edge setup options, st...
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Split Billing
Setup | Create Invoices | Tracking And Reporting | Reports Split Billing is used to generate a percentage split invoice for multiple clients from a single project-based invoice. This is typicall...
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Using estimates from project templates [in-depth guide]
There is a process where you can store multiple pre-built estimates on your project templates, and then when you create a new opportunity or project, you can use one of these estimates to then appl...
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Overhead allocation details [report]
Shows the transaction details that make up the overhead allocation total when running the client P&L or project P&L reports over the same date range. How it works Shows the transaction details th...
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Scheduled transactions [in-depth guide]
Guide contents: Create a new scheduled transaction | View an existing scheduled transaction | Settings | Generating the transaction | Resources From the Today accounting page, look for Scheduled ...
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Time tracking: Service rate sheets [in-depth guide]
Guide contents: Navigation | Create a new rate sheet | Rate Sheets vs. Rate Levels | Service Cost | Invoice/Estimate Labels | More options | Resources Service rate sheets allow you to create mult...