Changelog
Follow up on the latest improvements and updates.
RSS
new
Invoices
General
Send consultant bills to COGS in QBO
Skip even more double-entry between Monograph and Quickbooks Online (QBO).
Now, you can map consultant bills to Cost of Goods Sold (COGS) or Expense accounts.
Here’s how: set the Quickbooks Category when you upload consultant bills.
Can’t see the drop down? Get started with your QuickBooks Online Integration!
new
Timesheets
Reports
Settings
Send expenses to QuickBooks Online (QBO)
Skip double-entry and reduce errors in your expense bookkeeping.
Create QBO bills and purchases directly from Monograph expenses.
Here’s how it works:
- Click ‘Send to QuickBooks’ in your Expenses Report
- Select the expenses to send and set your destination QB account
- Click 'Send'. That’s it!
Not using Monograph expenses yet?
Now’s a good time to get started for better invoicing and reporting.
improved
Staffing
Availability is now default view in Staffing
Forecast your week-to-week staffing in Availability.
Zoom in further on this week using the ‘Current week’ tab.
Extra details to save you time:
- Copy last week’s staffing by hovering over the date range of any week
- Batch edit hours by dragging the purple handle of any cell to the right
new
Staffing
Timesheets
Settings
Payroll
Holidays
Manage holiday policies in Time off
Save time tracking and forecasting holiday hours across your team.
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
new
Invoices
Invoice Reminders
Waiting on late payments? Schedule reminders in Invoice Preview.
Automate your follow-ups to keep cash flow on track.
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
improved
Staffing
Rebalance hours in Monthly Staffing
Are you understaffed? Forecast staffing issues weeks ahead, fast.
Scan your team's capacity and rebalance hours where needed.
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
-
Learn how to use Monthly Staffing in 90 seconds:
improved
Invoices
Directory
Sync client directory with QBO customers
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.
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 toDirectory > 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 toDirectory > Clients > Importfrom QuickBooks and edit clients by selectingMorein 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.
Here’s a quick summary:
- Sync QBO tax codes:Go toSettings > Organization > Integrationsto get started.
- Add tax to your invoices:In the invoice builder, go toAdditional 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!!
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!
Load More
→