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Monograph allows you to create categories to group your expenses together. Think of categories as account headings. They will allow you to see a summary of expenses under each category.
Common expense categories are:
Materials
Meals & Entertainment
Travel
Licensure Related (Exam, Materials, State Fees)
Expense categories have the option to have assigned Expense rates to use when calculating the total due for the expense. Learn more about Expense Rates.
Create an Expense Category
To create an expense category, navigate to the left menu and click on your Profile picture > Settings > App Defaults to find a list of your expense categories. Click on New Category to create a new category.
A pop-up will appear, prompting you to add a name and Markup for the expense. The Markup will allow you to include a percentage that will be used to increase the total that is invoiced to the client for the expense.
Click Create once complete.
When markups are added in Settings, they will affect only projects created after the percent has been added. For existing projects, the markup will need to be added to the project itself. Navigate to the project and the General tab and input the markup.
Depending on your industry, the default Expense Types used in Monograph may vary.
💡 Expense Markups can also be adjusted for each individual project within the Project's "Details" tab, but they will default to the markups included here in your company's Settings.
Edit an Existing Expense Category
To edit an existing expense category, navigate to Settings > App Defaults > Expense Categories to find a list of your expense categories. Click on Edit next to the category that should be adjusted.
Adjust the name and/or markup as needed before clicking Save. Editing the markup will affect future projects, but it will not update existing projects.
Delete an Expense Category
To delete an expense category, navigate to Settings > App Defaults > Expense Categories to find a list of your expense categories. Click on the "X" next to the category that should be deleted.
A pop-up will appear to warn that, in order to delete an expense category, it cannot be used in any invoices and all associated expense rates and expense entries must be reassigned to another category. Click View expenses assigned to this category to see all expenses that will need to be reassigned within the Expense Report.
Deleting the expense category will remove it from existing projects and it will no longer be available for future use on timesheets and invoices. To proceed with deleting the expense category, click Delete.