Credit Invoices for Media, Client Filter on Manage>Expense Claims, Enhanced Job Integration with Monday
What’s New – May 26, 2025
Introducing Credit Invoices for Client Media Invoices
What is it?
You can now create a Credit Invoice for Client Media Invoices, even after the accounting month is locked. This new capability mirrors what has long been available for Client Job Invoices, making your financial processes more consistent and flexible.
Why it matters
Whether it's grouping media types incorrectly on invoices or needing to reassign media insertions after billing. Previously, if the accounting month was closed, your only option was to leave the invoice as-is or delay posting, causing operational headaches. Now, with the ability to credit and correct those invoices, you can maintain accurate billing and timely reporting without compromising your accounting controls.
How it works
When you choose to create a credit for a previously approved invoice:
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A new invoice is generated with a negative value that fully offsets the original.
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All original billed insertions are reversed directly on the media schedule.
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The system automatically creates new, editable insertions that mirror the originals giving you the flexibility to fix what’s needed and reissue the invoice correctly.
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Each reversed insertion is clearly marked and linked to the new credit invoice for full transparency.
This ensures your billing stays clean and traceable without having to reopen closed accounting periods.
Client Filter Added to Manage > Expense Claims
What is it?
A Client Filter has been added to the Manage > Expense Claims page, making it easier to view and organize expense claims by client. This new filter uses the same logic already available in the Search Supplier Invoices section, creating consistency across financial tools.
Why it matters
Agencies often need to monitor client-related expenses even before those claims are approved. Previously, there was no direct way to filter unapproved expense claims by client on the Manage screen. With the new Client Filter, you can now easily:
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Review incurred expenses across jobs for a specific client
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Track unapproved claims alongside other financial documents.
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Improve visibility and control over client-level spending.
How it works
The Client Filter functions just like it does in other parts of the platform:
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Simply select a client from the dropdown list to view only expense claims associated with that client’s jobs.
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The filter dynamically updates the results, allowing for faster navigation and reporting.
This is particularly useful when comparing expense claims with supplier invoices or reconciling costs before month-end.
When to use it
Use the Client Filter on the Manage > Expense Claims page when:
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Reviewing pending claims for a specific client.
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Comparing internal expense claims with external supplier costs.
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Preparing for client audits or billing cycles.
This feature is especially helpful for agencies that need clear visibility into unapproved costs associated with active client work.
[Integration Enhancement] Expanded Job Details Now Sent to Monday.com
What is it?
The integration between Accountability and Monday.com has been enhanced to include more detailed job information. When sending a job from Accountability to Monday, users will now see additional columns automatically populated, giving teams better insight into the job’s structure, ownership, and timeline.
Why it matters
With richer data flowing into Monday.com, agencies can create more informative and actionable boards. This means less manual setup, improved planning accuracy, and stronger alignment between project management and financial systems. Whether you're mapping timelines, managing deadlines, or allocating resources, these added fields give your team the full picture from the start.
What’s new
The following columns are now supported in Monday.com and will be populated when a job is sent or updated:
Supported Monday.com Columns:
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Job Description (text)
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Owner (text)
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Job No. (link)
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Client (text)
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Job ID (text)
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Job Type (text)
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Office Code (text)
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Job Manager Code (text)
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Date Opened (date)
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Agency Deadline (date)
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Material Date (date)
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Last Expense Date (date)
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Timeline Title (text)
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Timeline Start Date (date)
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Timeline End Date (date)
These fields are synced when a job is initially sent or when updated. If a timeline is created or modified in Accountability, the timeline data is also updated in the Monday item.
Smart syncing
If a column does not yet exist on your Monday board, the system skips it without causing errors. Once that column is added, future updates will automatically include the data.
See how to set up your Monday.com integration here.