Monument
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Account & settings

Step-by-step guides for account & settings in Monument.

  1. 1Set up your organisation VideoSet the firm-wide region, currency, financial year, branding and project defaults that every project, invoice and report inherits.
  2. 2Customise Monument to your firm VideoMake Monument speak your firm's language: custom fields, task statuses and types, and the numbering for project codes and documents, with a video that shows all four.
  3. 3Custom fields VideoRecord information Monument doesn't track by default: add your own fields to projects, tasks, contacts and resources, like a council reference or a contract type.
  4. 4Import your data VideoComing from another tracker? Import a spreadsheet of historic time: upload the export, map the columns, match names to records, skip anyone who has left, and append it to the calendar.
  5. 5Task statuses VideoSet the stages your tasks move through: name them, colour them, order them by dragging, and choose the one new tasks start at.
  6. 6Security and API keys VideoCreate and revoke the API keys integrations use, see where account security is heading, and connect your accounting system.
  7. 7Task types VideoClassify what a task is, not where it's up to: define your own task types with icons and colours, reorder them, and set a default.
  8. 8Codes and numbering VideoStop typing reference numbers by hand: set the patterns that auto-generate project codes and invoice, quote and purchase order numbers.
  9. 9Run multiple offices in one workspace VideoSplit project ownership across studios without splitting the firm into separate workspaces. Create offices, assign projects to them, and know which office a new project lands in by default.
  10. 10Give each office its own billing identity VideoLet an office issue invoices, quotes and purchase orders under its own legal name, ABN and logo, falling back to the organisation wherever a detail is left blank.
  11. 11Give your people a home officeSet a home office on each person so new projects default sensibly, and reports can split your people, time and allocations by studio.