Customizing Your Account
Add your own Categories, Activities, and more!
24 articles
- Organization Settings OverviewAn overview of all settings included in the Organization page.
- App Default Settings OverviewAn overview of all settings included in the App Defaults page
- Adding a Company LogoHow to add a company logo in Monograph
- How do I change my Organization Name?Looking to change the firm name? Easy!
- Currency SupportHow do I change the currency?
- Creating Custom Categories and PhasesNeed more categories and phases?
- Organizational Overhead MultiplierEnhancing Your Profit Reports by Adding Monthly Overhead Costs
- Average Working Hours per YearSetting up your firm's Average Working Hours per Year is important to most accurately reflect your firm's costs.
- Monograph + Stripe CapitalUnlock business growth with Monograph + Stripe Capital
- Team Directory and Employee ProfilesAn overview of your team!
- Team Salaries & CompensationEasily manage your team's current, historical, and future compensation rates
- Calendar SyncStay on top of key project dates (phases, milestones, deliverables) by syncing your calendar of choice.
- Google Account SyncConnect your Google account to sync and view upcoming events and milestones.
- Microsoft 365 Account SyncConnect your Microsoft 365 account to sync project milestones and view upcoming client events, as well as upload project files.