We are upgrading some of our infrastructure and improving the consistency of the design across our pages. You might notice very small changes in the look of the interface (for example the way that expenses are shown as seen below).

Normally we wouldn't announce these types of changes, but given that this is a key part of everyone's workflow, we wanted to make sure we gave you a heads up!

Now, when you mark an invoice as "paid" in Monograph, we'll automatically create a transaction marking the QBO version of that invoice as "paid" in QBO.

Its even better for those of you using Monograph online payments to when a client pays you online, we'll automatically mark the invoice as paid in Monograph and send the appropriate transactions to QBO. You don't have to do a thing. You'll be getting paid faster saving admin/bookkeeping time.

Learn how to set it up here.

We've updated the Monograph home page to include more high-level information about firm performance as well as quick links to take action on items that require your attention, in addition to basic daily activities and quick links to recently accessed projects.

Team members with high-level permissions are able to view top-line financial, utilization, and team resourcing tracking looking back at the last 3 full months and ahead at the next 3 full months. You can see how this data compares over those 3 months via the sparkline chart showing the trends.

Team members with Staffing permissions are able to see what projects are ongoing that are currently over budget or trending over budget. They also will be able to monitor if any of the team is going to be over capacity across the next 4 weeks so you can spread their workload across others.

All team members will be able to see their current work.

Team members with Invoicing permissions are able to see at the bottom of this dashboard the total financial amounts that are on open invoices, consultant bills, and unbilled time, so that you can make sure they stay on top of your firm's cash flow.

Give your clients the best experience with and .

We’re incredibly excited to announce a couple of new features that will give your clients an incredible experience and keep them coming back for more of your services.

Clients can now save and reuse their payment methods when they pay an invoice electronically. That makes checking out a breeze and it means you get paid even faster. Read more here.

firms that get paid electronically on Monograph get paid 2x faster, on average, than firms that don’t!

We’re also giving your clients access to a list of their invoices, with some nice totals, so you’ll never have to resend an invoice again. Read more here.

With these improvements, your clients will have a smoother experience and you'll spend less time digging up past invoices and answering questions. Give your clients a heads-up and encourage them to create client accounts today! 👍

Click on Staffing -> Projects to view a new way to manage your team's workload and project delivery oriented by project

Projects Staffing allows you to view staffing data oriented by individual projects and measured in the value of the project and the budget your team is spending every week to ensure your team delivers quality designs to your clients on budget.

Because every hour worked by your team correlates to a different billable rate, Monograph is removing the permissions differentiation between Staffing in general and Staffing with financial data. Making better staffing decisions requires transparency into how hours translate into budget.

We’ve just revamped the Profit Drivers report to give you a clearer picture of your most and least profitable project categories, clients and phases. And, for those of you integrated with QBO, you’ll notice an increased accuracy in the Profit Drivers report if you are importing costs from QBO.

Get your answers from they Profit Drivers report, now.

Click here to learn more.

Monograph has added in a view for next week on Staffing and exposed next week's Timesheet to allow you and your team to have another view with which to plan ahead and understand expected workloads in advance.

When selecting a timeframe to view Staffing, select "Now" to view the current week and "Next week" to view the allocated staffing hours for each team member's phases and to make adjustments for a single week only.

When assigning phases that are not current to staff on Next week, we will extend the start or end date of the phase to those of the next week, not the current week.

In line with the changes to Staffing, you and your team can also access next week's timesheet in advance. Use the date selection in the top right to access.

Staffing is all consolidated now into the different time range selections at the top right of your Staffing calendar.

Selecting week will show staffing allocations by team member for the week. You can scroll side-to-side to see all team members or up and down to see all projects per person.

Each phases hours will be manually editable. You will be alerted for projects that are out of budget via red exclamation mark icons, and you can hover over this to see the details of why. You will be offered the option to rebalance if you can bring the project phase back into budget.

As on the longer term view, you can use the multi-rebalance option available in the top right to perform a rebalance across all potentially impacted projects. This rebalance will use the "People & Project team" filter to more effectively target all of the projects across selected team members.

We have also added a Category filter to quickly view only the projects that are in a specific category.

The Assign function allows you to add overhead hours or add additional phases for a team member to work on.

Now, if a client needs revisions on a phase that technically ended last week or you want to staff a phase earlier, you no longer need to go to the Project Planner to adjust a phase's length—we will take care of that for you directly in Staffing! This will function for staff already planned in a phase or those who have not been assigned yet. If there is a linked phase, that will be unlinked automatically to avoid affecting other work in progress.

All of this Staffing functionality is under a re-labeled view called "People" given all hours and phases are organized by individual team members. We have included information on our upcoming release of a Projects view that will structure staffing hours and budget by project, giving you and your firm even more visibility and control to ensure projects come in on time and on budget without overloading your team.

Monograph is delivering major improvements to Staffing over the coming weeks. The first collection of features launched includes enhancements to existing workflows, new benefits, and visual changes to prepare for even more improvements!

Better see how on track you are to hit your phase budget with new data gauges

Select a project to quickly filter down to just those team members working on it

Quickly rebalance all projects' staffing hours based on the people filter with just a few clicks

Plan ahead for recurring and one-off overhead by assigning overhead categories and staffing hours

Make adjustments to who can work on a phase by assigning them to additional team members

Get a clear visual of your profit trends without analyzing clunky profit & loss statements.

Here’s how it works: