We know that unfortunately not every client will ultimately be able to pay for the invoices you issue.

When this occurs, you can now

We're excited to announce that we have a variety of improvements now that allow you to connect to your Google or Microsoft cloud accounts to make you even more efficient when using Monograph.

Now it's even easier to have your Monograph timelines show up in your work calendar. Rather than subscribing to a calendar, you can simply connect in your profile settings and we'll do the rest!

When you view a Client or Consultant in Monograph, you will now see any upcoming or past meetings from your calendar with them to ensure you can manage your relationships easily and efficiently.

When you are upload project files into Monograph, you now have the option to select files from Google Drive or Microsoft OneDrive. Once chosen, Monograph will scan the files (just like uploaded files) and then provide Smart Summaries (which are searchable) as well as Smart suggestions if applicable.

Need a client to sign an add services agreement or some drawings? Now Pipeline customers can request signatures on any PDF file in the file hub.

Just open the file in the file hub to send the signature request with one click. Add optional reminders, track client views, sit back and wait for your "file signed" notification. Its that easy.

Learn more here or if you haven't checked out Pipeline yet, click here.

A small but powerful addition to our recent Pipeline feature set: your proposals now have a deadline and an optional automatic email that will remind your client if they haven't signed by then.

We're driving a little urgency with your clients to get you going on that work!

When filing expenses in Monograph, QBO-integrated firms will now be prompted to specify the Vendor that these expenses should be associated with within QuickBooks Online.

If a vendor is not yet available within QBO, you are able to click "+ Add vendor" to create a new one.

Non-reimbursable expenses will now have this vendor set as the Payee once the purchase is synced to QBO.

This feature is available on the website and on the mobile application.

Less than a week ago, we introduced our new Pipeline product. Now, Pipeline users will notice a new workflow that makes collecting consultant proposals easier than ever.

When you’re creating a budget for a new lead, you can send proposal requests directly to consultants.

Consultants receive an email, and when they respond with their proposal, we automatically update the lead budget, store the proposal in Monograph, and notify you.

No more re-checking your inbox. No downloading or uploading files. We’ll take care of everything. Learn more here.

You’ve been asking for a better way to manage leads, proposals, and forecasts. We’re excited to share it.

brings the “find new work” process directly into Monograph, so you can manage potential and active projects in one connected system. No more spreadsheets. No separate CRM. Just one source of truth from first conversation to project completion.

With Pipeline, you can:

Pipeline is available as an add-on for .

To learn more or get started, click in the left navigation.

We’re really excited about this one and yes… there’s more coming!

If you invoice different amounts over the life of a project, your profit and revenue forecasts just got a lot more accurate.

You can now customize anticipated revenue by phase, by month, directly from the project details page. This lets you match your invoicing schedule to how you actually plan to bill your client.

For example, in the screenshot above, the firm expects to invoice 50% of the Schematic Design budget in the first month and 50% in the last month, so they’ve adjusted the schedule accordingly.

If you typically invoice evenly across a phase, there’s nothing you need to do — we automatically create a default, evenly distributed schedule for you.

But if your billing varies over time, be sure to review and update your revenue schedule. Doing so ensures your profit and revenue reports reflect reality as closely as possible.

Learn more here.

Enjoy more accurate profit and revenue forecasts! 📈

When recording a manual payment, you will be required to select the type of payment used. These methods will be filterable and sortable on the "Payments" report.

In addition to logging the payment types, the "Invoices overview" page will now display a chart to compare how quickly your invoices are paid via each method.

Monograph now allows you to customize the names associated with phases to be more explicit about the work being done both to your team and to your client without losing the aggregations associated with the phase type. With this feature, as an example, you can maintain a generic "Add services" phase type but customize the name(s) on your projects to align them to the specific pieces of work they represent.

When creating or editing a project's phases, by default the phase name will match the pre-existing phase type name, but you can edit the "Phase name" field to customize what is seen across Monograph for that phase.

The phase name will show anywhere the phase is displayed or filtered on, and the phase type will solely be used when aggregating phase data across multiple phases, such as in the "Group by" function on the Time log report.