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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

Run multiple offices in one workspace

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.

If Northlight Architects 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
Open the Projects report and add an Office column from the plus menu.
2
Add a filter on Office and pick Sydney Office to narrow the list to Sydney's projects alone, then clear it.
3
Group by Office instead, and the list splits into a band per office, each with its own subtotal.

Filter narrows, group compares

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

A single-office firm connects exactly one accounting system, under Settings, Integrations, same as always. Once a second office exists, that page lets you add more connections instead of just the one: pick which office a new connection belongs to, or leave it organisation-wide.

1
Open Settings and go to the Integrations tab. With more than one office, you'll see a list of existing connections, each labelled by office or Organization-wide.
2
Start a new connection and set Connection office to Sydney Office rather than leaving it organisation-wide.
3
Complete the provider's sign-in, the same secure hand-off as any other accounting connection.

Only the offices that need their own books need a connection

You don't have to connect every office separately. An office with no connection of its own simply falls back to the organisation-wide connection when its documents sync, so a firm can give one studio its own books and leave the rest sharing the default.

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. Disconnect that office's existing connection first under Integrations, the same one-provider-at-a-time rule that applies to the organisation-wide connection applies per office too.

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.