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.
Related Articles
Payments Report
Extract a report of all Payments received in a specified date range to keep track of all payments your clients have made to your firm. Viewing and Exporting Payments Report 1. Click the Reports icon in the bottom left pane of Thread. 2. The ...Expenses Report
Extract a report of Expenses logged in a specified date range to keep track of disbursement payments you and your clients have made. You can also filter by matter category and user, for a more detailed overview of expenses. Viewing and Exporting an ...Matter Balances Report
The Matter Balances Report provides an overview of current balances on matters for the whole firm or matter owner and can be viewed based on the primary client or company on a matter within a particular date range. You can then print this report ...Billable Time Report
The Billable Time Report can be viewed based on the matter, client, category or bill status, within a particular date range. If needed, you can also print this report directly from Thread. Viewing and Exporting Billable Time Report 1. Click the ...Issuing Bills
You can issue a bill directly from a matter or from the Quick Create Button on Thread. Issuing bills from a Matter: 1. Click Matters in the left pane of your Thread page. 2. Search for the matter you want to issue a bill for and click the matter ...