Changelog
Follow up on the latest improvements and updates.
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To partner with our recently launched automatic invoice generation tool, you can now send all draft invoices that are ready to go in one single workflow via the new bulk open and send workflow.
- Select all of the draft invoices that are ready to be sent.
- Click "Open and send invoices" from the bulk actions menu.
- You will see the count of draft invoices for confirmation
- Clicking send will open the invoices with all saved settings and then send them to the list of invoice recipients on the project from the last send. If any invoices have any issues that prevent opening or sending, you will be prompted to correct these.
improved
Pipeline
Copy people on your signature requests
When Pipeline customers send a proposal or add-services signature request, you can copy multiple client contacts and internal teammates. This will help keep everyone up to date on new business contracts.
new
Invoices
Automate your invoice creation process
Monograph is excited to share our latest feature, automatic invoice generation!
When enabled, Monograph will now automatically create draft invoices for your project on a monthly schedule.
Here’s how it works:
- 📆 Set and forget:configure the day of the month per project or for your firm overall, and Monograph will automatically create an invoice when your client owes you money for the last calendar month.
- 💲Flexible amounts owed:choose how your firm’s services are calculated.
- 🧾 Expenses & consultant bills included:any amounts incurred during the monthly service period are pulled in automatically.
- 🔎 Smart safeguards:invoices won’t be created if there’s nothing owed or a draft already exists for the project to prevent messy data.
- ✅ Review guaranteed:set up notifications so your team can review and issue invoices with confidence.
To start using this tool, head to your firm-wide settings in App defaults and configure your automatic invoicing preferences. You can override these defaults on a per-project basis. See this support article for more information.
improved
Pipeline
Smarter win probability suggestions for leads in Pipeline
"Time kills all deals" is a phrase you've probably heard if you work with a business development team. Now we're reflecting that phrase the win probability that we suggest for leads in our Pipeline product.
We've made the suggested win probability smarter by adding a decay formula that will reduce the probability when the lead sits in a single status for extended periods of time. After a grace period of 1 week, the suggested probability will start to fall daily.
This will keep your revenue forecast more accurate and give you a more realisitic sense of your likelihood to win a lead.
Learn more about the decay formula here.
new
Invoices
Closing out uncollectible invoices
We know that unfortunately not every client will ultimately be able to pay for the invoices you issue.
When this occurs, you can now
mark invoices as uncollectible in Monograph and have the data sync to QuickBooks Online.
- To accomplish this, select the "Mark as uncollectible" option on the invoice to write off all remaining balance.
- Please note that this process cannot be undone so be sure you've first made all efforts to collect payment from your customer.
- If you are integrated with QuickBooks Online, you will be asked to select the appropriate expense account in your QuickBooks Settings before you can mark any invoices as uncollectible.
- The balances applied to this uncollectible status along with their invoices will be tracked to Uncollectible.
We're excited to announce that we have a variety of improvements now that allow you to connect to your Google or Microsoft cloud accounts to make you even more efficient when using Monograph.
Publish your phase, milestone and deliverable timelines to your work calendar
Now it's even easier to have your Monograph timelines show up in your work calendar. Rather than subscribing to a calendar, you can simply connect in your profile settings and we'll do the rest!
See upcoming and past meetings with your Clients or Consultants in Monograph
When you view a Client or Consultant in Monograph, you will now see any upcoming or past meetings from your calendar with them to ensure you can manage your relationships easily and efficiently.
Note this feature requires the Pipeline Add-On to be enabled
Upload files from Google Drive or Microsoft OneDrive into Monograph
When you are upload project files into Monograph, you now have the option to select files from Google Drive or Microsoft OneDrive. Once chosen, Monograph will scan the files (just like uploaded files) and then provide Smart Summaries (which are searchable) as well as Smart suggestions if applicable.
Note this feature requires the Data Add-On to be enabled
new
Pipeline
Get any document signed by your client
Need a client to sign an add services agreement or some drawings? Now Pipeline customers can request signatures on any PDF file in the file hub.
Just open the file in the file hub to send the signature request with one click. Add optional reminders, track client views, sit back and wait for your "file signed" notification. Its that easy.
improved
Proposal deadlines and reminders
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.
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