Now, you can file these expenses directly tied to the consultant in Monograph.

If you have the permission to manage all expenses, you will see the option to specify that the expense was incurred by a consultant and not an employee. The list of consultants is tailored to only those assigned to that project or to that phase.

After saving the expense, you can do everything with it as you would with regular employee-filed expenses:

Enjoy the convenience of seeing all your committed and potential work in one place. Pipeline customers can now see leads in the project list right along side all their in-progress projects.

Filter lead projects in or out of your project list using the "Status" filter for more concise lists.

Some of the best product ideas start with the same feedback showing up again and again. Teams is one of those ideas.

Teams offers flexible staff groupings designed specifically for reporting.

Teams are lightweight, multi-select labels assigned directly to staff profiles, completely independent from Project Categories or your org chart. This makes it much faster to filter reports, analyze staffing data, and organize people the way your firm actually operates.

Admins can create and manage Teams from Staff > Teams, and users can belong to multiple Teams at once.

Teams are now supported across:

Importantly, Teams are only used for filtering and reporting and do not affect permissions or access controls.

We hope Teams make reporting workflows faster and more flexible for your firm, and we’d love to hear your feedback.

We heard you loud and clear, so now Pipeline users can build your lead budgets top-down or bottom-up.

Use top-down when you have a strong sense of the project and phase budgets. Use bottom-up when you are less certain and want to start by thinking about roles and hours the'll need to work to get the job done.

When you are in top-down mode, you can edit the project or phase budgets and those changes will flow down to the roles based on the percentages you have set at the phase and role level.

When you are in bottom-up mode, you can edit the hours required by each role and that will flow up to the phase and fixed-fee totals.

We hope to hear good feedback about the new experience, and if we do we'll make similar changes to the project budget planner.

Pipeline customers now have access to new insights in the Capacity Forecast report, helping you understand how potential work in your pipeline fits against your team’s current project commitments.

In the panel on the lower right, you can ask questions about your team’s capacity based on active projects, staffing plans, and upcoming leads. You’ll get direct, useful answers to help you make better decisions about scheduling, hiring, and prioritizing future work.

For example, you can ask:

Use the thumbs up and thumbs down buttons to give feedback on answers so we can continue improving Capacity Forecast.

Now available in the iOS App Store or Google Play Store, the latest release of the Monograph mobile application supports the retrieval of invoices for team members with the permission to view invoices.

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With Monograph's new late fee feature, you can now set a interest rate-based late fee that will be charged on outstanding balances for any past due invoices.

Here's how it works!

To partner with our recently launched automatic invoice generation tool, you can now send all draft invoices that are ready to go in one single workflow via the new bulk open and send workflow.

When Pipeline customers send a proposal or add-services signature request, you can copy multiple client contacts and internal teammates. This will help keep everyone up to date on new business contracts.

Monograph is excited to share our latest feature, automatic invoice generation!

When enabled, Monograph will now automatically create draft invoices for your project on a monthly schedule.

Here’s how it works:

To start using this tool, head to your firm-wide settings in App defaults and configure your automatic invoicing preferences. You can override these defaults on a per-project basis. See this support article for more information.