Many Workamajig users overlook the process of closing a project in Workamajig. Oftentimes, they feel as if changing the status, or addressing all open transactions is enough to “close” a project from their system. This is not true! Your company needs to define a systematic process for closing Workamajig projects.
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.