By removing the connection to Timesheets, you can now have when submitting expenses (e.g. consultant expenses, expenses for a project you are not assigned to, etc.).

Creating new expenses and finding old expenses is easier and more convenient now that its all done in one place: the "Expenses" tab in the Time and Expenses area.

To keep things easy, we've still have a quick link in your timesheet to create an expense just in case you are in the habit of creating expenses while logging time.

As always, please reach out for support if you have any questions.

Thanks 🙏

To better support your team's quick review of specific project's staffing for a given week, we have added a new quick filter button.

To access this tool, mouse over any given project phase card. You will see a filter icon appear in the top corner.

When this icon is clicked, we will filter to view just the people working on that project.

As part of this change, we have updated the icon to indicate that a staffing allocation was manually edited to a purple dot.

Employees with the permission to "Edit all timesheets" are now able to make corrections to timesheet entries in bulk easily with our new tool. See this support article for more information on how this tool works.

To access the bulk edit functionality, click on the "Edit time entries" button available at the top of Organization time log or Organization timesheets. If accessed from Organization time log, any filters set will carry over.

Use filters to identify the entries in need of updating—for example, those missing activities or roles—and select up to 50 timesheet entries to make edits. After,

You are able to update the Project/Phase, Role/Rate, or Activity across all entries selected.

After entries are updated, they may no longer appear in the search result. To see those changes, you can click on the link that is available in the banner after making edits.

We've just revamped the email templates that we send to you and your clients. Check out an example of the fresh new look below.

The emails we send to your clients will look their best if your logo is square and at least 500 x 500 pixels.

: please check the size of your logo in Monograph.

Have a great week!

Time Off has been made even easier to manage with 3 new features.

Tired of always having to approve time off? Use the new auto-approve setting on a given policy to enable it to automatically mark all requests as approved. This setting is enabled policy-by-policy, so you can make the decision to auto-approve all sick leave while leaving paid time off for manual review and approval.

Speaking of manual review and approval, you can now choose who is notified to approve time off requests per policy to more efficiently manage your team's notifications from Monograph. All team members with "Manage time off" permission are notified by default, and all will still be able to approve the requests. Chose one or more team members with this permission from the dropdown list in order to specify the notification recipients.

Rather than needing to delete and recreate time off request when plans change or mistakes are made, you can now edit time off requests.

Team members without the "Manage time off" permission are able to edit requests for future time off. All edits made here will trigger the re-approval process.

Team members with the "Manage time off" permission are able to edit past and future time off requests. These do not trigger re-approval given the users have manage time off permissions; the time off requester will be notified of any changes made by an admin.

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.