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Workamajig x CSI [Webinar]
Join the exciting webinar on AP automation for marketing and media agencies using Workamajig, hosted by Leanne from CSI, along with Rod Ripley and Gene Helling. Discover how this integration revol...
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Uncleared transactions [report]
Shows uncleared transactions for specified GL accounts. How it works Shows uncleared transactions for specified GL accounts.
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Google Financials - report style [in-depth guide]
Google Financials provide an alternative to Excel Financials for those using Mac OS or do not have Excel installed on their Windows machine.Google Financials requires that you set up a Google accou...
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Server - LDAP Configuration
Implementing Workamajig’s LDAP User Authentication will allow you to validate your users on your LDAP server rather than using Workamajig’s security. The basic login process is as follows: The Us...
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Projects Process Review Training (Elective Session)
At this point in the training, we like to take another pause in your training to review your project intake process. This will be to ensure you are following the best path to get the invoicing and ...
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NEW! Deliverables [Webinar]
Discover the latest breakthroughs in deliverables with our exciting new webinar, 'New and Improved Deliverables.' Unleash the power of automation, custom fields, and streamlined workflows as we de...
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WIP analysis [report]
Shows WIP balances across each project in detail. Run this report ONLY if you selected to track WIP in GL in the GL Tracking Options. How it works Shows WIP balances across each project in detail...
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Google Financials - cell style [in-depth guide]
Google Financials provide an alternative to Excel Financials for those using Mac OS or do not have Excel installed on their Windows machine. Google Financials requires that you setup a Google accou...
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Task Manager - Enable Logging
NOTE: This is to enable logging on a locally hosted server for the Workamajig application only, not WebDAV. Logging for Workamajig is a useful tool and can help if you feel there is a concern with ...
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Billing Process Review Training for Agencies (Elective Session)
Agency - Billing Process Review At this point in the training, we like to take another pause in your training to review your billing process. This will be to ensure you are following the best path ...