Billing Approval
Billing Approval can be set up by your firm’s administrators so that all users must obtain billing approval from the relevant department before they can issue a bill.
Setting Up Billing Approval
1. Select the settings tab
on the bottom left of your menu.
2. Select the Time & Billing drop down, then Billing General.
3. Under Billing Defaults, toggle Billing Approval Required to Yes.
4. Click Save.
Preparing Bill for Approval on a Matter
1. Click Matters in the left pane.
2. Select the matter you want to create a bill for.
3. Under the Financial tab, click Bill.
4. In the top pane, click Add.
5. A pop-up window will appear. Enter the name of the bill and click Save.
6. Contact the relevant department to request approval, by email or Mark for Attention
7. The relevant department will see an option to Approve.
8. Once the relevant department advises you the bill has been approved, you can proceed with issuing the bill. You can also see the Approved status on bills across Thread on the global Financial / Bills page.
9. To issue the bill, select the bill and click Issue bill in the top grey pane.
10. A pop-up window will appear. Select the template you want to use for the bill. You can search for a template using the search bar provided.
11. Click Next.
12. The bill will generate and appear in the Documents tab of the matter.
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