Changelog

Follow up on the latest improvements and updates.

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new

Staffing

Timesheets

Settings

Payroll

Holidays

Manage holiday policies in Time off
Save time tracking and forecasting holiday hours across your team.
Holidays
Here’s how it works:
  • Create new holiday policies in Time off
  • Add holidays and team members to your holiday policies
  • Your holiday hours will show up in timesheets, staffing, and payroll
Extra details to save you time:
  • Plan up to 8 years into the future
  • Pick from 12 common holidays and customize your own
  • We’ll remind you 3 months before the new year to start planning
Waiting on late payments? Schedule reminders in Invoice Preview.
Automate your follow-ups to keep cash flow on track.
Invoice Reminders
Here’s how it works:
  • Schedule up to three automated reminders
  • Set intervals before and after the due date
  • Add multiple email recipients
Extra details to save you time:
  • Skip double entry with prefilled emails for future invoices
  • Enjoy a streamlined menu in Invoice Preview
Are you understaffed? Forecast staffing issues weeks ahead, fast.
Scan your team's capacity and rebalance hours where needed.
Rebalance hours
Here’s the simplified workflow in Monthly Staffing:
  • Check who is over or understaffed on project phases by clicking their name
  • Compare hours logged, staffed, and planned by hovering over the dial
  • Populate hours across the remaining phase by clicking 'Rebalance hours'
Extra time-saving details thanks to user feedback:
  • Focus on specific team members by using 'Filter by people'
  • See total weekly capacity in the fixed header as you scroll
  • Skip double entry! Your Project Planner edits now auto-update Monthly Staffing
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Learn how to use Monthly Staffing in 90 seconds:
Control which QuickBooks Online (QBO) customers sync with your Monograph client directory.
Another day, another improvement to Monograph’s integration with QBO! No more clutter from an exhaustive list of QBO customers in Monograph.
Monograph-QBO Client Sync
Here is how this new update will impact new and existing QBO integrations:
  • After connecting QBO for the first time:
    Upon connecting your QBO account with Monograph, manually sync your QBO customer list with Monograph by going to
    Directory > Clients > Import
    from QuickBooks.
  • If you're already connected to QBO:
    This upgrade will automatically declutter your Monograph client directory by only presenting top-level QBO customers.
Here are some additional items that all users should keep in mind:
  • Ongoing QBO integrations:
    Add to your Monograph client directory at any time by going to
    Directory > Clients > Import
    from QuickBooks and edit clients by selecting
    More
    in the top right of any client file.
  • Accounting destination:
    A new field has been added to the invoice builder which allows users to select the specific location to send the invoice to QBO.

new

improved

Invoices

Sync payments from QBO

Invoice payments received via Quickbooks Online (QBO) will automatically be marked as such in Monograph.
We’re excited to share another victory for our QBO users!
Invoice payments received via QBO will automatically be reflected as ‘paid’ or ‘partially paid’ in Monograph.
There is no further action required for Monograph users to enable this function. It is automatically enabled for all that have completed their integration with Monograph and QBO.
💜 Monograph

new

improved

Invoices

Sync taxes with QBO

Send Monograph invoices to Quickbooks Online (QBO), including tax.
Eliminate duplicate data entry! Sync QBO tax codes with Monograph’s invoicing workflow. Each Monograph invoice will then produce an exact duplicate, including tax, in QBO.
Monograph-Tax & QBO
Here’s a quick summary:
  • Sync QBO tax codes:
    Go to
    Settings > Organization > Integrations
    to get started.
  • Add tax to your invoices:
    In the invoice builder, go to
    Additional Items > Add line item > Taxes
    .
  • Send invoice to QBO:
    After opening the invoice, click the “Send to Quickbooks Online” button.
And you're done!

new

Timesheets

Settings

General

Manage your Paid Time Off (PTO)

Accrue, track, and manage PTO in Monograph.
We’ve been listening! PTO management is one of the most requested features of all time. AND IT’S HERE!!
Monograph-PTO
Here’s a quick summary of how it works:
  • Create PTO policy:
    Admins can set up accruals via fixed or hourly periods, or implement an unlimited PTO policy (like we have here at Monograph!). Then select which employees access each policy.
  • Request PTO:
    Staff can request PTO for any policy assigned to them (e.g. PTO or sick time).
  • Review requests:
    Admins have global access to PTO requests, which can be approved or rejected.
  • Track PTO:
    Staff can view how many PTO hours are accrued, spent, and available. They can also see a history of all PTO requests.
But we’re just scratching the surface!

new

improved

Invoices

Settings

5 Invoicing Improvements

Invoicing that gets better and better.
Your feedback has been incredibly important to us. We have quietly released a handful of invoicing improvements (based on your feedback) over the past several weeks that create seamless invoicing workflows in Monograph!
Here’s a quick summary:
Monograph-Outstanding invoices
Outstanding invoices
Include a list of outstanding invoices at the bottom of any new client invoices.
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Monograph-Internal invoice note
Internal notes
Add internal notes to your invoices that can only be seen by team members with invoicing permissions.
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Monograph-Syncing consultants to QBO
Sync consultant data with QBO
Send, import, and sync consultant contacts and bills to and from Quickbooks Online so that both systems reflect the same information.
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Monograph-Mapping QBO expense categories
Service items <> Expense categories
Map Monograph expense categories to Quickbooks Online service items and remove the need for double entry.
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Monograph-Summarize by role and activity
Summarize your time log
Organize your time log by role and activity when including it on an invoice.
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Go to your invoices now or learn more about these invoicing improvements by clicking here!
Seamlessly track partially paid invoices.
Listen, we hope that you always get paid in full. But we know that’s not always the case so we’ve created a simple way to track partial payments.
Bookkeepers, accountants, and firm owners can rejoice! Record and track partially paid invoices within Monograph.
Partial payments
Upon receiving a partially paid invoice via cash or check:
  1. Go to
    Invoices & bills > Invoices
    or click here.
  2. Click “Add payment” for the respective invoice.
  3. Select “Partial payment” and add the appropriate amount. You can also choose whether or not to send an updated invoice to your client.
  4. Click “Save”.
You’re all set! Partial payments will then appear in your invoice overview and other financial reports.
Easily edit the project phase of timesheet entries.
Did you enter your time into the wrong phase? No problem! Simply click the project phase dropdown and select the correct phase for your time.
timesheet phase edit_720
Easy peasy lemon squeezy 🍋
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