Changelog
Follow up on the latest improvements and updates.
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new
Staffing
Projects
Reports
General
Weekly Insights
See budget and capacity issues without analyzing reports.
Get actionable recommendations about billable projects in your inbox.
Here’s how it works:
- Scan which phases are over budget or trending over budget after key dates
- Check your firm-level capacity and which staff are over capacity
- Edit notification settings for each team member in their team profile
improved
Settings
General
QuickBooks Settings
Unify your data between Monograph and QuickBooks Online.
Configure how you streamline project management and accounting workflows.
Here’s how to maximize your Monograph + QBO integration and save time:
- Send invoices to QuickBooks
- Send expenses to QuickBooks
- Send consultant bills to QuickBooks
- Import costs from QuickBooks to calculate project profit
Looking for more guidance?
new
Projects
Reports
Project Profit Report
Catch and fix profitability issues before it’s too late.
Show project managers cost data to pivot projects as needed.
Here’s how it works:
- Import costs from Quickbooks Online (QBO)
- Get a project-level summary of profit, revenue, and cost
- Compare revenue and costs for each phase
Extra details to save you time:
- You will get an alert when new QBO costs need to be imported
- You can send costs from Monograph to QBO like consultant bills and expenses
- Consultants and expenses are separate from phases to help you pinpoint issues
new
Invoices
General
Send consultant bills to COGS in QBO
Skip even more double-entry between Monograph and Quickbooks Online (QBO).
Now, you can map consultant bills to Cost of Goods Sold (COGS) or Expense accounts.
Here’s how: set the Quickbooks Category when you upload consultant bills.
Can’t see the drop down? Get started with your QuickBooks Online Integration!
new
Timesheets
Reports
Settings
Send expenses to QuickBooks Online (QBO)
Skip double-entry and reduce errors in your expense bookkeeping.
Create QBO bills and purchases directly from Monograph expenses.
Here’s how it works:
- Click ‘Send to QuickBooks’ in your Expenses Report
- Select the expenses to send and set your destination QB account
- Click 'Send'. That’s it!
Not using Monograph expenses yet?
Now’s a good time to get started for better invoicing and reporting.
improved
Staffing
Availability is now default view in Staffing
Forecast your week-to-week staffing in Availability.
Zoom in further on this week using the ‘Current week’ tab.
Extra details to save you time:
- Copy last week’s staffing by hovering over the date range of any week
- Batch edit hours by dragging the purple handle of any cell to the right
new
Staffing
Timesheets
Settings
Payroll
Holidays
Manage holiday policies in Time off
Save time tracking and forecasting holiday hours across your team.
Here’s how it works:
- Create new holiday policies in Time off
- Add holidays and team members to your holiday policies
- Your holiday hours will show up in timesheets, staffing, and payroll
Extra details to save you time:
- Plan up to 8 years into the future
- Pick from 12 common holidays and customize your own
- We’ll remind you 3 months before the new year to start planning
new
Invoices
Invoice Reminders
Waiting on late payments? Schedule reminders in Invoice Preview.
Automate your follow-ups to keep cash flow on track.
Here’s how it works:
- Schedule up to three automated reminders
- Set intervals before and after the due date
- Add multiple email recipients
Extra details to save you time:
- Skip double entry with prefilled emails for future invoices
- Enjoy a streamlined menu in Invoice Preview
improved
Staffing
Rebalance hours in Monthly Staffing
Are you understaffed? Forecast staffing issues weeks ahead, fast.
Scan your team's capacity and rebalance hours where needed.
Here’s the simplified workflow in Monthly Staffing:
- Check who is over or understaffed on project phases by clicking their name
- Compare hours logged, staffed, and planned by hovering over the dial
- Populate hours across the remaining phase by clicking 'Rebalance hours'
Extra time-saving details thanks to user feedback:
- Focus on specific team members by using 'Filter by people'
- See total weekly capacity in the fixed header as you scroll
- Skip double entry! Your Project Planner edits now auto-update Monthly Staffing
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Learn how to use Monthly Staffing in 90 seconds:
improved
Invoices
Directory
Sync client directory with QBO customers
Control which QuickBooks Online (QBO) customers sync with your Monograph client directory.
Another day, another improvement to Monograph’s integration with QBO! No more clutter from an exhaustive list of QBO customers in Monograph.
Here is how this new update will impact new and existing QBO integrations:
- After connecting QBO for the first time:Upon connecting your QBO account with Monograph, manually sync your QBO customer list with Monograph by going toDirectory > Clients > Import from QuickBooks
- If you're already connected to QBO:This upgrade will automatically declutter your Monograph client directory by only presenting top-level QBO customers.
Here are some additional items that all users should keep in mind:
- Ongoing QBO integrations:Add to your Monograph client directory at any time by going toDirectory > Clients > Importfrom QuickBooks and edit clients by selectingMorein the top right of any client file.
- Accounting destination:A new field has been added to the invoice builder which allows users to select the specific location to send the invoice to QBO.
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