Monograph has updated the site navigation to make it easier to get to where you need to go in the app. The left-hand menu is now re-organized around the core concepts in Monograph and expands to share contextually what options are available under each.

As with before, the menu options available will change depending on your profile's permission levels.

We have updated the ways in which project budgets are configured to allow you to better manage your projects after setup!

When creating a new phase you will be prompted directly to add your team members to the project. To minimize clicks, once you have set up earlier phases on the project you can copy from any of those to avoid needing to select team members, roles and rates as you go through the setup process.

After assigning team members, Monograph will evenly divide out the budget on fixed fee or max cap hourly phases to ensure each team member has a starting target for how many hours they should work that you can then edit. Whenever you edit these hours, they will automatically be rebalanced in your staffing plan, excluding any manually edited weeks.

All of this data will feed into your Staffing plan. Grow subscribers will be able to see a snapshot of their past logged time, future staffed hours, and whether or not they line up so you can come in on budget. This information is visible on the left side of the project overview and links directly to Project Staffing so you can directly make changes as needed.

The improved budget setup process will help you minimize the risk that your projects are missing key data vital to help you stay on track. If you are missing information, such as team assignments or maximum hours budgeted per team member, you will receive a reminder both in your list of projects and on the budget itself.

Happy Monday!

We made a few small but notable changes to clarify our invoices:

Have a great week 👋

We just made logging expenses faster, easier and available anywhere you take your iPhone.

iPhone users with the Monograph mobile app can simply snap a photo of a receipt. We'll use AI to scan and capture most of the expense details from the photo. You simply need to confirm and save.

Download the Monograph mobile app today.

The organization time log report now includes time logged to your overhead and "time off" activities. This gives you and your team a single, comprehensive report that tells you about every hour worked (or not worked 🏖️ ).

Learn more about the organization time log report here.

Give your clients what they want with the click of a button: a link to view their invoice online a PDF attachment.

Thanks to survey results from users like you in July, we heard many clients prefer to receive PDF invoices. Now, when you "Open and send" an invoice, or "Share" the invoice with a client via email, you'll have the option to include a PDF attachment.

Additionally, those PDFs will have a link to view and pay the invoice online if you're set up for online payments! If not, consider signing up for Monograph online payments today... our data shows that could get you paid 2x faster!

You now have more control over what projects you receive alerts for.

This tool is accessed by clicking on your name in the bottom left corner.

You will automatically be following all projects you have been assigned to and/or have created. If you no longer wish to receive notifications on any of these specific projects, you can unfollow them by clicking on the unfollow option in every project email, unfollowing through the Notification settings page itself under the "Show project you are following", or by clicking clicking on the "More" menu at the top right of every project.

The "More" menu is also where you can follow a project that you are not already receiving notifications on!

Your Notification options depend on your Monograph permissions. All of your existing preferences have been preserved.

For those with access to the Weekly Insights emails, these have been separated into two separate emails to account for the new, granular control over which projects you wish to be notified on. Each will inherit the status of the single "Weekly Insights email" notification that you had before this change, but you can now control them separately.

Users with the "Manage all expenses" permissions can now log expenses on behalf of someone else using the web app. For example, this allows admins to record reimbursable expenses for designers who are heads down on project work.

PS - do you need to log expenses on the go? Coming soon to the Monograph mobile app!

Now even more of your clients have the ability to pay electronically because we allow them to connect their bank account manually. That means you will get paid 2x faster on even more of your projects.

With the new "Manual bank connection" option, your clients can pay from smaller, regional banks that we're previously unsupported.

We strongly recommend reaching out to any clients who had trouble paying electronically in the past and telling them about this new "manual" option. Don't forget to tell them about Client Accounts while you are at it! Here is some helpful content you can put in an email to your clients.

Have a great weekend 👋

Monograph wants to make it easier for you to set up and manage the roles and rates that you use to configure projects and issue invoices with a new management page in Settings named .

Each is associated with a set of (formerly known as rate tables). Each role created should reflect the type of work that you charge services for and each billable rate should reflect the fees inclusive of profit margin that you charge your clients.

When creating a new role, you can now create as many of your billable rates as you need to in one step. Name your rates with something descriptive to differentiate them from one another. Role and billable rate names appear on Projects, Staffing, Timesheets, and on Invoices.

When you want to add a new billable rate, click "Add billable rate" on the specific role.

A major change with this update is that your rate changes are all forward looking. Edits can only happen until the scheduled effective date.

You can now set default roles and billable rates on the billable rate itself (in addition to the profile itself). Default roles and billable rates are assigned by default when an employee is assigned to a project.

Once roles and billable rates are no longer needed, you can remove them by marking them as inactive. After deactivation, the archived role and/or billable rate isn't able to be added to a project or assigned as default but will remain on any project they are assigned. Inactive roles and billable rates are hidden and can be reactivated for use later if needed.

Monograph will be making billable rate names visible on Timesheets next Monday, October 11 to make it easier for you and your team to select the correct rate when logging time. What is shown depends on your permission levels.