Workamajig Release Notes

I recently wrote a blog entry detailing Workamajig’s enhancement of their Security Group settings. In this post I mentioned that though enhancements such as these are a wonderful surprise, I would prefer to be prepared for them for training and application purposes. Today I received a helpful message from Greg Geiger Continue reading

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Workamajig Updates System Setup Security Options

I was cruising through Workamajig’s System Setup with a client, on Monday, and noticed that the options for Security Groups and Security Options (I think that was their names) are now extinct and have been merged into the all-flash “Security Options”. Updates such as these often catch me by surprise, but more times than not, they are pleasant surprises. Continue reading

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Easily Enter Credit Card Statements Using Workamajig Data Exchange

Workamajig’s Data Exchange function can be used to drastically reduce the time it takes to enter data into your system. My most common use for this part of the system is importing vendor invoices, specifically, the most tedious, mind numbing vendor invoice of them all — the monthly credit card statement. Continue reading

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Workamajig in Chicago – A Commitment to Becoming Better

I recently returned from the windy city, where Workamajig has its fair share of user agencies. I spent some time working with one agency who signed on with Workamajig some time ago, and their sister company who just purchased the software for the new year.

The sister company was changing from a certain, infamous program (any guesses?), and as with any change, there was Continue reading

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Customized Reporting Solutions in Workamajig

Custom reports are a great tool to utilize when the standard setup for Workamajig doesn’t meet the needs of your agency’s reporting methods. Custom reporting can be used to enhance internal and external reporting methods, or as an alternative billing presentation to overcome any the limitations of your invoice templates.

The Media Custom Report Dataset provides a great example of this tool in practice. Continue reading

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