Create invoices faster by starting with the Unbilled Report - a list of all your billable projects that have unbilled time.

The Unbilled Report provides visibility into the amount of unbilled work accumulated for each project so you know which projects to invoice. As your team logs time in Monograph, the Unbilled Report will automatically update to show the most current amounts that need to be billed.

To get a detailed view of each project phase, simply click on the arrow next to the project name. This will expand the section and display all associated phases, including both hourly and fixed fee phases.

🚨 For hourly phases without a max cap, you'll notice a “--” displayed in place of planned services. This indicates that no specific budget or planned services have been assigned to that phase.

The list can be sorted in ascending or descending order by clicking on the header for any of the columns. To narrow down the clients that appear use Client, Project, and/or Project Type filters. Additionally there is the Consider work until filter.

The Project Type filters include:

Along with the filters, there are Totals for Planned Services, Invoiced Services, Total Unbilled, and Current Unbilled displayed at the top of the report. If any filters are applied to the report, then the Totals will be updated to reflect the filtered data.

🚨 Users with the "View Invoices" permission enabled will be able to access the Unbilled Report. Users who do not also have the "Create Invoices" permission enabled will not see the option to create an invoice.

The Unbilled Report can be used as a to-do list for all of your next invoices, giving you a clear view of what needs to be invoiced for each project; making your invoicing process more efficient.

In addition to the Total Unbilled and Current Unbilled columns giving immediate insight into the unbilled amounts, clicking on a total from either column will open the project's Time Log for the applicable time frame.

While reviewing Current Unbilled amounts, you may notice alerts indicating that certain project phases have exceeded their assigned budget limits. These notifications are meant to help monitor project progress and maintain better control over resource allocation.

Here are some of the alerts you may encounter:

These alerts are informational only and do not prevent invoice creation. Their purpose is to provide visibility into potential budget overages, allowing for more proactive project and financial management.

After reviewing the Total Unbilled and/or Current Unbilled columns, invoices can be created directly from the same page. To create an individual invoice, click the Invoice button next to the Current Unbilled amount.

To create multiple invoices at once, the Bulk Actions feature allows for efficient batch invoice creation, saving time when working with multiple unbilled items.

🎓 New to invoicing in Monograph? Click here to learn more!

To export the Unbilled Report, click on Export in the upper right corner to generate a CSV which will be sent to the email address that you use to log in to Monograph. This will include all of the information based on the filters applied prior to exporting.

The Total Unbilled amount and Current Unbilled amounts both pull from timesheets within different date ranges. If you've previously billed more than what was logged at the time that you invoiced, it can cause the Total Unbilled amount to appear less than the Current Unbilled.

The Total Unbilled amount is calculated by taking your total billable timesheet entries that have been made and comparing them with the services that have been invoiced. You can confirm this amount by clicking on the dollar amount under the Total Unbilled column to open the Time Log and refer to the total that appears, and then subtract the Invoiced Services total from the Unbilled Report.

The Current Unbilled amount comes from the total billable timesheet entries that have accumulated since the most recent invoice's Services Through dates. You can confirm this amount by clicking on the dollar amount under the Current Unbilled column to open the Time Log and refer to the total that appears, and compare the dates in that Time Log to the last Invoice that was sent.

If a user has only the View invoices permission, they can view the Unbilled page and expand phases to see details—but they won’t see checkboxes or have the ability to take action on invoices.

When this filter is used, the amounts shown reflect time logged from the end date of the last invoice up to the date specified in the 'Consider work until' field. The date range's starting point is not specified since not all projects have the same date through which they were last invoiced.