New: Consultant bill management

Simplify and consolidate consultant bill management.

We know that consultants are a key factor in managing your projects effectively. That’s why we’ve continued to simplify your consultant workflows in Monograph:

Consultant details are stored in the consultant directory.
Consultants are assigned to projects within the consultant tab of the Project Planner.
And now you can track, manage, and
upload consultant bills
alongside invoices.

Consolidation at its finest - manage consultant bills alongside project invoices!

Here are some tips to make your consultant bill management more seamless:

When uploading a consultant bill, select “Pay when paid” as a due date.
Use the “Client Invoice” column in the consultant bills tab to identify whether a project invoice has been paid, so you can then pay your consultants.
Return to the consultant bills tab for end-of-year taxes to quickly determine total payouts for each consultant.

Learn more about consultant bill management here >