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Google Financials and P&L Layouts [Webinar]
No access to Microsoft Excel? Learn how to use Google spreadsheet for your P&L reports. Host: Sherry Date: 08/24/2022 Subscribe to our YouTube channel for more video content
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1099/1096 setup & printing [in-depth guide]
Guide contents: Company setup | Vendor setup | Entering data for the previous/starting year | Vendor payments/charges | Printing 1099/1096 forms | Where to get the printing forms | Electronic filin...
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Agency Training: Project Go Live Checklist
This guide is designed for your project management team to review. The overall goal is successfully using projects and creating your own internal process. System Setup While the system comes setup...
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Custom Reports and Pivot Tables 101 [Webinar]
Extend the use of custom reports to easily visualize the data with pivot tables in Workamajig! Host: Cheraye Date: 08/16/2022 Subscribe to our YouTube channel for more video content
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Pay collected sales tax [in-depth guide]
Guide contents: Setup | Creating the payment | Resources Setup 1) Tax Authority Set up your tax authority as a vendor in Workamajig. 2) Sales tax rates Set up sales tax rates. This area allows...
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Agency Training: Accounting Go Live Checklist
Go-Live Procedures | Opening Bank Account Reconciliation | Other Considerations This guide is recommended for your Accountant (CPA) and/or Bookkeeper to review and follow step by step, with the o...
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Calendar Subscription Tips & Tricks [Webinar]
Discover ways to make the most of calendar subscriptions! Host: Leslie Date: 08/10/2022 Subscribe to our YouTube channel for more video content
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Overhead allocation [in-depth guide]
Guide contents: Types of overhead | Overhead client | Overhead project | How is allocation of overhead calculated | Distribution of allocated overhead | Overhead expense & labor considerations | O...
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Go Live Cleanup Training for Agencies (Elective Session)
Let's Clean Up Your Training Data During the course of training, you have been entering many kinds of transactions to test the system and your workflow. You are now ready to go live in Workamajig, ...
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Onboarding checklists
Just about ready to go live in Workamajig? These checklists are a great way to make sure you've covered every base. Onboarding checklist for Admins Onboarding checklist for Project Management & ...