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.

Giving your clients the best possible experience will help drive future business for your firm.

Clients have always been able to view all the invoices you share with them, pay online and save payment methods.

Now, we've overhauled and expanded the client experience in Monograph so clients can track invoicing progress, retainer application and phase dates.

Read more about the improved client experience, and how this will save your firm time, here.

Set budgets for your billable expenses and use these to understand when invoicing whether you are within limits when getting reimbursed from clients.

Monograph has 2 new invoice template settings available: and

Update your existing templates to apply these settings today!

New invoice templates will now default to consolidating hourly data when multiple team members have the same role and rate on a given phase.

While new invoice templates will have this setting on to consolidate data by default, you will need to update any existing templates to confirm this change for those.

For scenarios where you do not want to communicate the name of the specific team member who logged each timesheet entry, you are now able to disable the employee name column on the time log.