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Posting detail T-charts [in-depth guide]
This guide shows examples of how the system posts transactions to the general ledger in a T-chart format. NOTES: Only posted transactions affect the GL. It's the Lines within the transaction that ...
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Edit vendor invoice after its been paid [in-depth guide]
Once a payment is associated with a vendor invoice, you are no longer allowed to edit the vendor invoice. The voiding of the payment on top of that locks it down even further. This guide will expla...
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Task Manager - Update Outgoing Mail Settings
Task Manager Settings (WMJServiceConfig.exe), located in the Workamajig Task Manager folder, is used to control many things on your Workamajig Server, including website access, LDAP authentication,...
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Reporting Training for Agencies (Elective Session)
Attendees: Core Team Members with rights to see Custom Report Datasets and to Modify Reports. Once a client has been through most, if not all, of the training sessions available, and is ready to ge...
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Graphs 101 [Webinar]
Find out how to convert complex data into easy-to-understand visuals! Host: Manuel Date: 09/21/2022 Subscribe to our YouTube channel for more video content
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Trial balance [report]
Shows GL account balances with debits and credits. How it works Shows GL account balances with debits and credits.
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Global lists: To-do status [guide]
System setup The statuses you add here will determine how your To-do board looks & functions. These statuses can also play a role if you use to-dos on deliverables. System setup Menu > Admin/man...
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Project Requests and Client Portal Training for Agencies (Elective Session)
Training Points | Homework | Resources Attendees: Workamajig Implementation Team, Project Managers, and Account Managers. Scheduled Time: 1 hr The use of project request forms is a quick and effi...
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Excel financials [in-depth guide]
Guide contents: Download | How to use the Excel Financials interface | To calculate a worksheet or workbook now | Troubleshooting | Resources NOTE: There appears to be a bug in Excel regarding th...
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Task Manager - Update Database Settings
Task Manager Settings (WMJServiceConfig.exe), located in the Workamajig Task Manager folder, is used to control many things on your Workamajig Server, including website access, LDAP authentication,...