Don't let consultant invoices get lost in your projects. When you upload a document to
Project Files
, Monograph now scans for "bill-like" traits (names, dates, and amounts) to help you keep your budget accurate.How it works:
- Smart Nudges: If we detect a consultant bill, we’ll prompt you via a toast notification or a "Suggested Action" in the file preview to turn that PDF into a real Bill.
- Auto-Fill: Clicking "Create Bill" launches the workflow with parsed data like the Consultant Name, Date, and Amount already pre-filled.
- Automatic Cleanup: To keep your folders tidy, the original file is removed from "Project Files" once the Bill is successfully created—keeping your Bills tab as the single source of truth.
The Result:
You save time on manual entry, and your firm gets accurate consultant budgets without the scavenger hunt.Let’s turn those orphaned PDFs into
actionable
insights. Check it out in your projects today!