Bills Report
The Bills Report of all issued or unissued bills can be viewed based on the primary client or company on a matter, within a particular date range.
Viewing and Exporting Bills Report
1. Click the Reports icon in the bottom left pane of Thread.
2. The Management Reports tab will show by default. Select the Financial Reports tab.
3. Click on the Bills Report.
4. A pop-up menu will appear. By default, Thread will report on All Companies and All Contacts.
If you wish to view only a specific company or contact, you can remove ‘All’ and type the company/contacts name directly in the spaces shown below.
5. Select View Report.
6. This will show you the Bills report preview.
7. Click on the Filter
icon, to view Issued or Unissued bills report and set your preferred From and To date range, Matter Category, and select the Columns you wish to include in your report (i.e. Amount, Category, Code, Company, Tax).
8. Select View Report in the bottom right corner.
9. Click on the Print Preview icon to preview, or the Printer icon to print.
10. You can apply a search term, if required.
11. Any search term applied will be highlighted in the report for your convenience.
12. You can also export this report in PDF, Excel or HTML format, according to your preference.
13. The Bills Report will automatically generate with your selected filters in your preferred format.
Viewing Deleted Bills
Bills that were already deleted before the Bill ID feature was enabled will not be assigned a Bill ID and will not appear in the report.
See also: Matter Financial Page and Billing - Overview