Workology 2.0 Introduction

This is the first in a series of posts covering the Workology Conference. Content is typed quickly, so bear with any grammar usage or spelling errors. As always please feel free to comment: Morning Session Team Intro. The State of Workamajig. Workamajig is growing. 20,000 users. 1300 clients. 35 employees. Workamajig Labs New features, after beta-tested will be installed into …

Do you have a Closing Process for Closing Projects in Workamajig?

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.

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

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.

Maximize Workamajig Support

In my experience, Workamajig users underutilize one of the stronger resources they have at their disposal, in terms of maximizing their user experience with Workamajig. The resource I am referring to is the email support provided free to each Workamajig user account.

Workamajig Version 10.5 Enhancement Release Notes

The Workamajig Team has been working very hard to get its next release out to users. I know that I am not the only one who is eager to begin using the latest, and greatest Workamajig has to offer. So, I was very excited to undergo the online training session presented to the Workamajig Consultants.

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.

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 …

Use Recurrence feature for Journal Entries

The ability to copy quickly and easily is a hallmark of the digital age. It allows you to eliminate administrative work to the point of what you can replicate from one item to the next. Thankfully, Workamajig embraces this concept, and has features that allow you to