The Consultants Directory allows you to store all of your Consultants' contact information in one central space. This way, you can easily find your individual Consultants or Consulting Companies as you're working within Monograph. Consultants can be manually added in or imported from Quickbooks Online.

The Consultants List page gives an overview of all consulting companies associated with your firm. From here, you can view and manage consultant information, track their project involvement, and quickly integrate them into your workflows.

Use the search bar to find consultants by company name or contact name. Columns can be organized by selecting either the Companies or Contact button, displaying company-specific or contact-specific details. The Status filter further narrows the list based on active or inactive consultants.

Additional options at the top of the page include Export to download the Consultant list, Import from QuickBooks, and Add New Company.

You can easily begin to collaborate with consultants directly from the Consultants page by clicking Connect. This will give you the option to automatically invite them to all current and future assigned projects or to only specific projects that they are currently assigned.

When a consultant is assigned to a project, they will automatically gain access to phase timelines, assigned deliverables, and the ability to upload bills for that project.

🎓 Learn more about inviting consultants to collaborate.

Consultant information can sync between Monograph. Upon the initial connection to Monograph navigate to Contacts > Consultants. Now that the Quickbooks Online connection has been made, there is an option in the top right 'Import from Quickbooks'.
​

For more information on syncing Consultants between Monograph and QuickBooks Online, click here.

To add a Consulting Company, navigate Contacts > Consultants and click the Add Company button in the upper right corner. Once here, you'll be prompted to enter the Company's contact information.

Additionally, you'll have the option to allow collaboration access to projects that the consultant is assigned to, as well as the option to send the consultant to QuickBooks Online. Enabling collaboration access will automatically invite the consultant to any projects that they are added to in the future.

Click Create to add the consultant company to your directory.

Note: the Contact's name that is initially associated with the Company does not have to be the main contact, as additional contacts can be added later on.

Once the Company has been created, it will appear within the Consultants tab under "Companies". From here, you'll have the option to add additional information by clicking on the Company Name to open their details.

🟢 Quickbooks Online Tip: If Consultants have been previously added in Monograph and Quickbooks Online is connected, you can select 'More' in the top right and then opt to send this consultant to Quickbooks Online.

Once sent to Quickbooks Online, the Quickbooks logo will now appear next to the Consultant's name.

While individual Consultants can be added from a Company's contact page, they can also be created directly from the Consultants tab.

To add a Contact without going into the Company, click on "Contacts" on the Consultants tab and then click Add Contact in the upper right corner. From here, enter the Consultant's information before clicking Create.

It's important to note that the Company Name selection is required when adding a Contact from this page. If the company hasn't been added, selecting "+ Add Company" in the Company Name dropdown will switch over to the Company view, where you can first add the Company's information.

🚨 The Company view and Contacts view cannot be filled out at the same time. Switching between views will erase any information that has already been entered for either the Company or the Contact.

Once the Contact has been added, you'll be taken back to the Consultants page. From here, clicking on a Contact's name will open their Contact Details, where their Title can be added. Click Save once the information is updated.

Now that the Consultant and the Contacts have been added in, they can be mapped to each project in the Consultant Fees area of the Project Budget page - learn more here.

🟢 Quickbooks Online Tip: Quickbooks Online only allows one contact per consultant (called vendor in Quickbooks Online). Monograph allows multiple contacts per consultant, so in Monograph the contact that exists in Quickbooks Online is designated with a star and called Primary.

Clicking on a Consultant’s profile opens three options in the left-side sub-menu. One of these is the Details tab, which is organized into multiple sections—each offering specific information and functionality. Below is a breakdown of what each section contains.

Collaboration Report - Summarizes key metrics on consultant activity, punctuality, and financial reliability. These are divided into the following:

Basic Info - Includes the consultant’s name, services, website, address, and any notes added as part of their information.

Collaboration Connection - Allows the consultant to be connected to assigned projects, granting them access to project details, deliverable tracking, and invoice uploads. The Auto-Connect toggle can be enabled to automatically connect the consultant to projects.

Contacts - Add additional information for each contact, such as address, secondary address, website, and important notes. New contacts for the company can also be added by clicking Add Contact under the Contacts section.

Activity Feed
Located on the right side of the page, this feed displays a timeline of interactions such as team comments and invoice updates. Team members can add internal comments and tag others by using @ followed by their name, which will notify the tagged team member.

The Projects tab in a consultant’s profile provides a financial overview of all associated projects, shown both in summary totals and as individual project

At the top, the Bill overview displays a breakdown of total amounts billed, paid, owed, and past due for this consultant. The Client Invoiced Overview is a summary of the amount invoiced to the client and the amount paid.

The Auto-connect button helps streamline billing by automatically connecting consultants to projects. Learn more about how to invite consultants here.

All of the consultant's projects will appear as individual cards in alphabetical order. Each project card shows key details at a glance, including project name, date range, current status, collaboration status, and the number of bills associated.

Collaboration Status – Displays the consultant’s engagement level, such as Connected, Invited, Not invited, or Declined. Below are the various collaboration status options.

Note: The options available in the three-dot menu next to a status will vary depending on the collaboration’s current status:

Bill Tracking – Shows the total of bills that are Pending, Approved, Paid, or Owed.

Click on a project's name to open its Details page.

The Consultant's tab provides a clear, centralized view of all consultant bills, payment statuses, and client invoicing activities.

At the top, the Bill overview panel summarizes the company’s current billing activity, which includes total billed, paid, owed, or past due. Alongside this, the Client invoiced overview shows summaries that give quick insights into the overall cash flow, highlighting both progress and outstanding risks, such as overdue bills.

This tab also flags how many new bills are ready to be reviewed, prompting the user to accept or request changes. This helps maintain consistent billing and prevents bottlenecks. Click on Review bills to be taken to the Review Bills page.

If there are no bills yet associated with this Consultant, you will be prompted to either Request a bill or Upload a bill.

At the bottom, we'll find the Bill List, which provides a line-by-line breakdown of bills.

Each entry includes:

To edit a Company or Contact's information, navigate to either the Company view or Contact view within the Consultants Directory. Once here, click on the appropriate Company or Contact that should be edited to open their details.

To deactivate a Company or Contact, navigate to either the Company view or Contact view within the Consultants Directory. Once here, click on the appropriate Company or Contact that should be deactivated to open their details. Then, click on More and finally Deactivate to deactivate the Company or Contact.

Any deactivated Contacts or Companies will appear as Inactive in the Consultants directory. If a Company is deactivated, any associated Contacts will also be deactivated and appear as Inactive. If you end up working with this Company or Contact again in the future, they can be reactivated by going back into their details and clicking on More, and then Reactivate.

To delete a Company or Contact, they must first be deactivated. Navigate to either the Company view or Contact view within the Consultants Directory, and then click on the appropriate Company or Contact that should be deleted to open their details.

From here, click on More and then Delete to delete the Company or Contact.

🚨 Once a Company or Contact has been deleted, their data will be fully removed and cannot be restored.