Changelog

Follow up on the latest improvements and updates.

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new

improved

Invoices

Sync taxes with QBO

Send Monograph invoices to Quickbooks Online (QBO), including tax.
Eliminate duplicate data entry! Sync QBO tax codes with Monograph’s invoicing workflow. Each Monograph invoice will then produce an exact duplicate, including tax, in QBO.
Here’s a quick summary:And you're done!

new

Timesheets

Settings

General

Manage your Paid Time Off (PTO)

Accrue, track, and manage PTO in Monograph.
We’ve been listening! PTO management is one of the most requested features of all time. AND IT’S HERE!!
Here’s a quick summary of how it works:But we’re just scratching the surface!

new

improved

Invoices

Settings

5 Invoicing Improvements

Invoicing that gets better and better.
Your feedback has been incredibly important to us. We have quietly released a handful of invoicing improvements (based on your feedback) over the past several weeks that create seamless invoicing workflows in Monograph!
Here’s a quick summary:
Outstanding invoices
Include a list of outstanding invoices at the bottom of any new client invoices.
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Internal notes
Add internal notes to your invoices that can only be seen by team members with invoicing permissions.
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Sync consultant data with QBO
Send, import, and sync consultant contacts and bills to and from Quickbooks Online so that both systems reflect the same information.
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Service items <> Expense categories
Map Monograph expense categories to Quickbooks Online service items and remove the need for double entry.
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Summarize your time log
Organize your time log by role and activity when including it on an invoice.
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Go to your invoices now or learn more about these invoicing improvements by clicking here!
Seamlessly track partially paid invoices.
Listen, we hope that you always get paid in full. But we know that’s not always the case so we’ve created a simple way to track partial payments.
Bookkeepers, accountants, and firm owners can rejoice! Record and track partially paid invoices within Monograph.
Upon receiving a partially paid invoice via cash or check:You’re all set! Partial payments will then appear in your invoice overview and other financial reports.
Easily edit the project phase of timesheet entries.
Did you enter your time into the wrong phase? No problem! Simply click the project phase dropdown and select the correct phase for your time.
Easy peasy lemon squeezy 🍋

new

Projects

Invoices

Settings

Billable expense markup

Automate and track billable expense markups.
Away with spreadsheets! Away with manual calculations! Markup billable expenses for your projects and automatically apply them to client invoices.
Clearly see your past, present, and future profits.
Your feedback drives important decisions here at Monograph. After all, Monograph is built for you!
Profit Report is now easier to track past, present, and forecasted profits using data from invoices and/or planner.
Try it today

new

Projects

Invoices

Settings

New: Consultant markups

Automate consultant markups for project planning and invoicing.
The hits keep comin' on the consultant track! We're committed to eliminating the hassle of consultant workflows.
Set automatic consultant markups for project planning and building invoices. No more manual calculations or tracking.
Here’s how to automate and track consultant markups:Click here to set your default consultant markup >
Seamless, simple, and stress-free payroll.
Unlimited payroll runs built exclusively for A/E firms and Monograph customers. What does that mean?
And we’re just scratching the surface of what you can expect. Meet with a payroll specialist today to see how Monograph Payroll can make your life easier 🙂

new

Projects

Invoices

Directory

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:
Consolidation at its finest - manage consultant bills alongside project invoices!
Here are some tips to make your consultant bill management more seamless:Learn more about consultant bill management here >
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