New Users
Start here to set up your firm, from activation to team setup.
11 articles
Pipeline
Create leads, send proposals and track outcomes
8 articles
Planning Your Project, Phases + Budget
A-Z on how to plan successful projects
31 articles
Consultant Collaboration
Collaborate with and handle consultant billing
11 articles
Managing Timesheets, Expenses + Overhead
Time tracking best practices for the full team
18 articles
Staffing
Manage time allocations across your projects + team
6 articles
Invoices & Payments
Draft, invoice, send reminders and collect payment
24 articles
Analytics
Running and understanding different types of reports
20 articles
Customizing Your Account
Add your own Categories, Activities, and more!
24 articles
Syncing with Quickbooks Online
How to use Quickbooks Online with Monograph
10 articles
Managing Your Subscription
FAQ about changing your plan or payment details
5 articles
Monograph Payroll
*Monograph Payroll has been discontinued as of 1/1/2026
7 articles
