Changelog

Follow up on the latest improvements and updates.

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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.
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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 🏖️ ).
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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
and
a PDF attachment.
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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.
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This tool is accessed by clicking on your name in the bottom left corner. image
Project-based notifications
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! image
Notification options
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.
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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.
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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
Billable Rates
.
Creating roles and billable rates
Each
role
is associated with a set of
billable rates
(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.
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When you want to add a new billable rate, click "Add billable rate" on the specific role.
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Managing roles and billable rates
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Updating billable rates:
A major change with this update is that your rate changes are all forward looking. Edits can only happen until the scheduled effective date.
This is an intentional change to protect your data. If there are any changes to rates, this will cause a changes to all project data tied to that rate and lead to issued invoices with mismatched data.
Assign as default:
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.
Removing roles and rates:
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.
We do not allow the deletion of roles or billable rates since doing so would also delete any project data tied to it.
More changes coming soon to show billable rate names on Timesheets
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.
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We've just launched an improvement that makes importing and synchronizing consultants with QBO vendors easier and and faster.
  • When you import vendors from QBO, you'll can import them as "new" Monograph consultants or "merge" them with an existing Monograph consultant.
  • When you create a new consultant in Monograph, you can automatically create and sync with a vendor in Quickbooks.
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And of course, any changes to the consultant data (like address or phone number) made in QBO will be automatically reflected in Monograph, and vice-versa.
Learn more here.
Have a great weekend! 👋
Download Monograph's companion iOS application named
Monograph: Track Your Time
from the App Store to log time and edit your timesheet entries on the go.
Screenshot 2024-09-23 at 5
For now, this application is only available on iOS devices and is limited to the App Store in the USA, Canada, and Mexico.
How it works
Your project phases or overhead categories with staffed hours will automatically be suggested on each day of the work week. You can tap the play icon to start the timer or tap to manually enter time for each.
If you don't see the phase or overhead you are looking for (or want to log time to an additional activity), tap on the "+" button to manually add time or start a timer for a different project or overhead category. Screenshot 2024-09-23 at 5
Use the arrows or access the calendar by tapping on the date to navigate to different dates to manage past timesheet data. Locked timesheets won't be able to be edited on the app, same as on the website. When you are ready to return to today, tap on the calendar icon with the the date in it. Screenshot 2024-09-23 at 5
To better help you keep track of your running timer, Monograph will display a "live activity" notification from the lock screen and notch
(eligible devices only)
. You can use this tool to quickly access the app time management. Screenshot 2024-09-23 at 5
*Screenshot 2024-09-23 at 5
What's next?
Monograph will be building more companion functionality into this application over the coming weeks and months to better support lightweight activity on the go—whether that's logging time on your commute in the subway, logging expense where they occur, or quickly retrieving critical project timeline information while on site with your clients.
We're extremely excited to share something that, frankly, should have happened long ago 😅 - we've just released rate-based expense so that you can more easily log expenses for things like mileage.
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Administrators, you should head over to your App Defaults to set up your rates.
If you want to learn more about logging rate-based expenses, click here.
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