The App Defaults settings page in Monograph lets you configure how time tracking, project planning, and invoicing behave across your firm. Use this article to quickly understand each section and access more detailed guides as needed.

Automatically lock timesheets a set number of days after the week ends to ensure that hours aren't accidentally added or edited.

👉 How to Lock Timesheets

Enable automatic email and mobile reminders to encourage timely timesheet submissions.

When enabled, reminders will be sent on the day of the week and time of day that is selected, and will include the custom notification message. Links cannot be included in the message.

Enable or disable the built-in web timer for tracking time live.

👉 Using the Timer to Track Time

Control the types of Overhead categories that your team can use to log on their timesheets. Here, you can define non-billable activities like admin work or internal meetings.

👉 Customizing Overhead Categories

Control the different billable and non-billable activities that your team can use when logging project hours on their timesheets. Set categories for billable project work like meetings or basic services.

👉 Customizing Billable or Non-Billable Activities

Show a reminder to team members to add notes when logging hours. When enabled, until a note is added to a timesheet entry, the cell will be highlighted Yellow to indicate that a note hasn't been added. A custom note can be added here to show as a default message when your team goes to add a note.

Any notes added here will also be included in the Time Log, which can also be attached to a client's invoice.

👉 Logging Time on Your Timesheet

Set up specific categories for grouping projects throughout Monograph.

👉 Creating Custom Categories

Create reusable phases for projects that are used on a global level and can be selected for any project.

👉 Creating Phase Types

*Project-specific phases can be created on a project-level within the Project Budget page.

Add the different types of consultants that your firm works with. Consultant types are used in the Project Budget > Consultant Fee page for more granular budgeting and planning.

Set a default markup percentage to be applied to consultant costs in future projects. Markups will be included in the consultants' budgets, however, they will still need to be manually calculated and added to the total due when invoicing.

Set the options that can be selected for payment terms for all invoices.

👉 How to Add Terms to Invoices

Categorize reimbursable expenses like meals or software.

👉 Customizing Expense Categories

Assign default per-unit cost rates to use for specific categories, such as mileage or printing.

👉 Creating Expense Rates

Add your firm’s applicable tax rates to use in invoices.

👉 Setting Up Tax Rates

Create a default footer message that appears on every invoice that does not already have a specific footer set up.

👉 Using the Invoice Designer