Browse articles
- 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
- How Monument models finance
- Revenue from resourcing
- Fixed fees
- Formula based pricing and construction cost
- Modifiers: contingencies and discounts
- Recurring and periodic fees
- Progressive billing
- Budgeting costs
- Recording expenses
- Revenue from expenses
- Pricing templates
- Operational expenses
- Recording revenue entries
Break reports and accounting down by office
Add Office as a filter, group or column on the reports that support it, and connect a separate accounting system to a single office instead of the whole firm.
What you'll achieve
Slice reports by office and connect accounting systems per office, instead of only ever seeing the firm as one undivided total.
You'll end up with: Reports that filter and group by Office on the entity types that support it, and an accounting connection scoped to whichever office needs its own books.
Before you start
Office is a report dimension now, not just a label
Once a project belongs to a real office, that office shows up directly wherever the project itself shows up in reporting: as a filter, a column, or something to group by, on Projects, Time, Expenses, Revenue, Invoices, Invoice Line and Resource Allocation reports. Nothing needs tagging for this to work. The moment a project has an office, every report built on top of it can already answer questions scoped to that one studio. The default office only assigns an office to new projects. It never narrows a report by itself, so an unset Office filter still shows every office.
If Meridian Studio has been tagging projects and people Melbourne Office and Sydney Office to get this same split (see Organise your work with tags), Office is the built-in version of that idea for a project's own studio: nothing to type, and no risk of Melbourne Office and Melb quietly drifting into two different bands on a report. Tags still earn their keep for anything else you want to slice by, discipline, team, whatever isn't already the project's office, they're just no longer the only way to split a firm's numbers by studio.
- 1
On Reports, open Projects and start a new Project Report, then add an Office column from the plus menu.
- 2
Add a filter on Office and pick Sydney Office to keep Cedar Row Apartments and any other Sydney work in view, then clear it.
- 3
Group by Office instead, and the list splits into a band per office, each with its own subtotal.
Reach for a filter when you want one office in view and nothing else on screen. Reach for grouping when you want every office visible side by side, each with its own subtotal, so Melbourne and Sydney sit next to each other rather than one replacing the other.
Connect a separate accounting system per office
Open Settings, Invoices & accounting and find Accounting integrations. Click Add integration and choose the provider. With more than one active office, choose the office or All offices before clicking Connect. With one active office, there is no Office dropdown.
You can add more than one integration. Each connection has its own row showing its provider, office, status and last sync. Select a row to open its detail and change Office there. If that provider already has a connection for the selected office, Monument explains the conflict beside the field.
Which connection a document actually syncs through
A document doesn't ask its current project which office it belongs to when it syncs, it uses the office it was already stamped with at creation (see Give each office its own billing identity). Monument resolves the connection from that stamped office first, and only falls back to the organisation-wide connection if that particular office doesn't have a connection of its own.
Troubleshooting
- Office isn't available as a filter on this report. The project's Office is exposed on Projects, Time, Expenses, Revenue, Invoices, Invoice Line and Resource Allocation reports, not on Quotes, Purchase Orders, Tasks, Contacts, Rates or Resource Pool reports. The Resources report is different: it has no project to inherit an office from, so instead it carries Office as each person's own home office, and Time and Resource Allocation reports carry both, the project's Office alongside each person's Home Office.
- An invoice synced through the wrong accounting connection. It followed its own stamped office's connection, or the organisation-wide one if that office doesn't have its own. Check which office the invoice was actually raised under, not which office the project currently shows.
- Switching an office to a different accounting provider entirely. Open the existing row in Accounting integrations and disconnect it when it is no longer needed. Use Add integration to connect the replacement and choose its office.
Where this fits next
Reporting and accounting are usually the payoff of setting offices up in the first place. If you haven't yet, Run multiple offices in one workspace covers creating offices and assigning projects to them, and Give each office its own billing identity covers the legal details that print on what these connections sync. For reports beyond a quick filter, Build a custom report turns any of this into a saved, reusable table.