October ’26
Moving Billing Forward With Two New AI Tools
October’s product update brings AI into more of your billing workflow. Two new Workamajig tools let you find and apply Advanced Bills and create a revenue invoice through approval and posting, with confirmation before any changes are made.
Put Unapplied Advanced Bills to Work
Pull up a list of unapplied Advanced Bill invoices and ask AI to apply them to open invoices. Instead of handling each step separately, you can ask for the workflow in a single prompt:
“Show me all unapplied Advanced Bills and apply them to the appropriate open invoices.”
Take a Revenue Invoice Through to Posting
You can also ask AI to create a new revenue invoice, apply an Advanced Bill, approve it, and post it. It brings the steps together in one request—with a pause for your confirmation before it saves:
“Create a new revenue invoice, apply the Advanced Bill, approve it, and post it.”
Refresh Your Tools and Give It a Try
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Strengthen Your Agency Know-How
Connect with fellow users and build practical skills in project management, profitability, accounting, and billing. Here’s what’s coming up:
The Strategic PM
October 27 | 1:00 p.m. ET
Join Kimberley Fulwood’s Let’s Conquer Your Chaos® WUG to explore healthier projects, protecting scope and margin, and becoming a more strategic contributor to your agency.
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Vince’s Think Tank
October 27 | 2:00 p.m. ET
“Write Off” and “Mark as Billed” both remove excess billable time from unbilled WIP, but tell different stories. Vince explains when to use each and what they reveal about project profitability.
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Accounting: The Beginner’s Guide to Setup & Reporting
October 28 | 12:30 p.m. ET
David and Marlene cover accounting fundamentals, including your Chart of Accounts, Credit Card Connector, service and item mapping, default settings, and month-end procedures.
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Billing WUG: What’s Making Billing Harder Than It Should Be?
November 11 | 12:00 p.m. ET
Bring your billing questions and challenges to Birgitte and fellow users. Compare approaches and explore ways to make billing run more smoothly.
Looking to join a User Group? Browse our current WUGs and comment JOIN NOW on any group you'd like to be added to.
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