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Estimate/Invoice Layouts [Webinar]
Customize invoices and estimates beyond the standard layout tool! Host: Brittany Date: 08/02/2022 Subscribe to our YouTube channel for more video content
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Record locking & unlocking [in-depth guide]
The locking of specific transactions in Workamajig is necessary for 'referential integrity' which means that the related record must match the details of the transaction. Each transaction that can ...
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Workamajig Bootcamps
Workamajig hosts in-person training Bootcamps several times annually, presenting an excellent chance to interact with our Support team, discover new features, and engage with fellow Workamajig user...
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Multi-Currency Basics [Webinar]
Set up and use Workamajig’s multi-currency functionality with ease! Host: Birgitte Date: 07/27/2022 Subscribe to our YouTube channel for more video content
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Revenue forecasts overview [in-depth guide]
Guide contents: Overview | Workflow Overview Workamajig's revenue forecasts provide a collaborative forecasting process that enables the automatic creation & updating of financial budgets. The fi...
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The Ins & Outs of Media [Webinar]
Learn how to order and track media-related items! Host: David Date: 07/19/2022 Subscribe to our YouTube channel for more video content
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Revenue forecasts setup [in-depth guide]
Guide contents: System setup | Project setup | Opportunity setup | Campaign setup | Retainer setup | Scheduled invoice setup | Next steps Before generating revenue forecasts, there are a few setu...
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Project Request Forms [Webinar]
Find out how to simplify your project workflow using PRFs! Host: Jennifer Date: 07/12/2022 Subscribe to our YouTube channel for more video content
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New revenue forecasts [in-depth guide]
Guide contents: Create a new revenue forecast | Next stepsOnce you have the setup complete, you can now enter a new revenue forecast into the system.Create a new revenue forecastMenu > Accounting >...
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Credit Card Connector 101 [Webinar]
Discover a faster and easier way to process payments! Host: Sherry Date: 07/06/2022 Subscribe to our YouTube channel for more video content