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 “Easily Enter Credit Card Statements Using Workamajig Data Exchange”

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 limitations with your invoice templates.

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 “Customized Reporting Solutions in Workamajig”

Read Workamawiz from your Workamajig Desktop

You can configure your Workamajig desktop to read and automatically update Workamawiz entries.  First, add the RSS Reader Desktop widget to your desktop.  Click the setup icon in the top right corner of the widget.  Finally, add a descriptive name for the feed, and the feed address : http://feeds2.feedburner.com/workamawiz.  I have detailed instructions, here, for this feature.  Please send a message to me (lee@workamawiz.com) if you have any issues accessing this document.