Monograph

Changelog

Follow up on the latest improvements and updates.

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new

Invoices

Edit unbilled time with write offs!

Do you have phases with unbilled time that you can't invoice for?
You can now write off billable time to ensure that your unbilled totals in Monograph accurately reflect the true value of what will be invoiced to your clients.
What's new
  • Unbilled now consolidates unbilled time value into a single field that represents all time logged for your project phases, hover over this value to see how this unified unbuilled value is calculated from
  • This unbilled time value is edited by writing off time across all team member's roles or apply to specific roles.
  • The new Unbilled and Write offs values are viewable on the Unbilled report, Project Financials, and Invoice builder
See here or watch the video below to learn more about how this tool works!
Please note that this tool writes off time for invoicing purposes only. It does not change the underlying billable status of timesheet entries' activities on other reports.

new

Projects

💸 Heads up — You’ll now get notified when phase budgets change

No more mystery math!
Now, when someone updates a phase budget, you’ll get a quick heads-up right in Monograph — and by email if you’ve got notifications turned on.
What you’ll see:
  • Which project + phase changed
  • Who made the update
  • What the old and new budgets are
Why it matters
:
Everyone stays in the loop when project budgets change. No surprises, no hunting for who updated what — just clear, automatic updates.

new

Projects

General

A smarter, simpler way to handle your project files 📁

We’re excited to introduce a better way to organize and access all your project files in Monograph—without the usual frustration of hunting through multiple places.
Why this matters
Files have historically lived in different corners of Monograph. Now, you can see your project files in one convenient location—intelligent, organized, and ready when you are.
What’s new
  • All your files in one place
    : Includes uploaded project files and attachments to project notes (like transcripts).
  • Upload any file type
    : PDF-only is a thing of the past; any format up to 50 MB works.
  • Smart search & summaries
    : Each file has a short summary, and searching scans inside it, as well as titles, so you can find exactly what you’re looking for. 🔍
  • Filter and view your way
    : Sort by date, type, or more, with grid and list view options.
  • Easier navigation
    : “Files” now has its own section under the Home tab, alongside Dashboard and Smart Inbox.
  • Cleaner project pages
    : File uploads have moved out of Project “Details” into their own dedicated “Files” section.
How it works
Upload files at the project level or attach them to project notes. Everything you add is now easy to find, well-organized, and ready when you need it.
This update makes managing your project documents faster, simpler, and—dare we say it—a little enjoyable. Less digging, more designing. Take a look or view the support article here . 🙌

new

Consultants

📈 Streamline How You Manage Consultants

We’ve taken a big step toward helping your firm
manage relationships and projects more effectively
.
TLDR:
Monograph now makes it easier to manage Consultants and projects. Quickly find Consultants, view detailed insights on their work and reliability, track activity and notes, see all active projects with financial snapshots, and get a clear overview of bills—all in one place.
Here’s what’s new:
🗂 Updated Consultant Table
  • Cleaner layout
    with the most relevant info
    surfaced at a glance
    .
🔍 Search & Filters
  • Find the right Consultant in seconds
    with improved search and filter options.
📋 Consultant Detail View
Get
deeper insights
on each Consultant:
  • 👷🏽‍♀️
    Consultant Summary
    – Quick overview of
    longevity and active projects
    .
  • 📊
    Budget & Punctuality Charts
    –
    See reliability at a glance
    .
  • 📝
    Activity Log
    – Tracks invoices and comments for now, with
    more activity types coming soon
    .
  • 📋
    Internal Notes & Comments
    – Keep track of things like
    best times to call
    or
    preferred communication styles
    .
🏘️ Projects Section
  • 🏢 View
    all active projects
    for the Consultant.
  • 📊
    Distribution Graphs
    – Bill Paid / Owed / Past Due.
  • 🧾
    Client Invoiced Information
    – All key invoicing details in one place.
💰 Bills Dashboard
  • List view of all bills
    scoped to the Consultant.
  • Quick insights
    with a distribution graph of outstanding amounts.
🏃🏽‍♀️
This update helps your firm manage Consultants and projects more efficiently, all in one place.

improved

Directory

📇 More Contacts, More Flexibility!

You can now
add multiple contacts per client
in Monograph:
  • 🌟
    Primary Contact
    – your main point of contact
  • ➕
    Extra Contacts
    – keep everyone in the loop
This small update makes client management
easier and more flexible
, and sets the stage for
future improvements
.

improved

Reports

Directory

✨ Client tracking in Monograph just got better

Tracking client relationships and payments in Monograph just got some major upgrades.
At a glance, here’s what’s new:
  • Smarter client table with
    search + filters
  • AI-generated
    client summaries
  • New
    activity log
    (starting with invoice activity)
  • Add
    internal notes
    about your clients
  • See all
    projects + invoices + retainers
    tied to a client
  • A full
    client invoice dashboard
    with distribution graphs
👤 Check it out now!
---
🛠 Full Breakdown
🔎 Smarter Client Table
  • Updated design surfaces more relevant client information.
  • Search
    and
    filter
    options help you find what you need quickly.
🧠 AI-Powered Client Insights
  • Each client now has an
    AI-generated summary
    for instant context.
  • Perfect before a meeting, a call, or when onboarding a new teammate.
📜 Activity Log
  • Track important client activity over time.
  • Starts with
    invoice activity
    , with more activity types coming soon.
📝 Internal Notes & Comments
  • Keep private, team-only notes directly in Monograph.
  • Record things like best time to call, preferred communication style, or relationship history.
📂 Projects Section
  • View
    all projects
    for a single client in one place.
  • Distribution bar graphs for
    Paid / Open / Past Due
    .
  • Includes
    retainer details
    for clearer financial visibility.
💳 Invoice Dashboard
  • A complete
    list view
    of all invoices tied to a client.
  • An
    invoice distribution graph
    shows status at a glance.

improved

💸 Faster ACH payouts from Monograph payments

We’ve upgraded Monograph’s integrated payments, powered by Stripe, so your ACH payments reach your bank account even faster—as soon as 2 business days. With faster settlement timing, you’ll improve cash flow, reduce waiting, and keep your projects moving smoothly.
No extra setup required! Just send invoices as usual and enjoy the faster payouts.
If you aren't using Monograph's integrated payments yet, sign up here and get started today.

new

✨ New: Adjust Phases Directly on the Gantt Chart

You can now fine-tune your project timelines right from the Project Overview Gantt chart.
What’s new:
  • Drag + Resize phases —
    extend
    or
    shorten
    phase durations by pulling the edges of the phase bar.
  • Linked phases & milestones —
    automatically
    adjust
    when you resize.
  • Weekly or Monthly increments — changes
    match
    your zoom level for easier planning.
  • Unlinking phases — if needed, you can unlink phases
    before adjusting them
    .
A couple of things to know:
  • This update is
    only
    available in the Gantt chart on Project Overview, giving you a more visual way to manage timelines.
  • You can adjust phase start and end dates with precision, but not drag a whole phase, ensuring milestones and linked phases stay aligned.
This makes it
easier
than ever to keep schedules
accurate
without jumping between pages. 🎉

new

Projects

Consultants

Share project notes with your consultants

When you add a project note—whether it’s an AI-summarized meeting recording or a project status update—you can instantly share it with consultants on your team. That means no more hunting through endless email threads or worrying about missing key details; everything lives in one organized, central location.
image
As you can see in the image above, the "audience" input gives you complete control over visibility. Keep notes private to your internal team, share selectively with individual consultants, or open them up to everyone involved.
Because notes support comments and attachments, every conversation stays connected to the right project. No scattered inbox threads. No lost files. Just streamlined communication that saves you time and keeps your team aligned.
Firms across the industry are already transforming how they capture meetings and deliver updates with project notes—recording from mobile, posting from desktop, and keeping every stakeholder in sync. If you haven’t tried it yet, this is the perfect time to see how much smoother your projects can run.

improved

Reports

📊 More Detail in Project & Firm Profit Reports

We’ve added additional detail to the Project Profit and Firm Profit reports to help you troubleshoot more effectively.
What’s Improved:
Direct and Operating costs are now broken down into three categories on hover:
  • Labor
  • Labor Multiplier
  • Other Expenses
This gives you better visibility into where costs are coming from and makes it easier to spot discrepancies or trends in your projects.
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