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Financials
- Getting started
- How Monument models finance
- Revenue from resourcing
- Fixed fees
- Budgeting costs
- Recording expenses
- Recording revenue entries
- Going further
- Formula based pricing and construction cost
- Recurring and periodic fees
- Revenue from expenses
- Modifiers: contingencies and discounts
- Progressive billing
- Pricing templates
- Operational expenses
Permissions & access
- Control access to business finances
- Control access to rates
- Control who can create projects
- Control project administration
- Control staff and team management
- Control expenses and claims
- Control report definition editing
- Control access to contacts
- Give full project control with Owner
- Manage project work without changing money
- Let project members edit tasks safely
- Share a project safely with Viewer
- Let a team lead coordinate shared work
- Share teammate profiles without management access
- Keep team members focused on their own work
Invoicing
Step-by-step guides for invoicing in Monument.
- 1Creating milestones and planning revenue VideoPlace billable milestones directly on the schedule to connect agreed billing events with delivery dates, planned revenue, and draft invoices.
- 2Create and send an invoice VideoRaise an invoice from work already booked to a project, review the lines Monument drafts for you, then email it so it moves from draft to approved to issued.
- 3Bill time on an invoice VideoPull a task's logged hours onto an invoice as one Time line, then filter, group, and re-price it the way the client should read it.
Going further
- Sync billing to your accounting system VideoConnect Xero, QuickBooks, or MYOB so you can sync your invoices into your books and pull recorded payments back into Monument.
- Set tax codes on invoice lines VideoEvery invoice line already carries a tax code, imported from your accounting system or created for you by country default. Set an organisation or project default, or change one line by hand.
- Point invoice lines at a sales account VideoTell each invoice line which account in your accounting system its revenue should post to, imported straight from Xero, MYOB or QuickBooks, with sensible defaults when you don't pick one.
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