Changing a Company Client on the File

If you need to change the company that you entered on the file to a different one, you can follow the steps below, as long as the file has not been billed yet.

If the file has already been billed, you would need to first unissue the bill, where possible.

1. Enter the file on which you need to change the company, and click on the File Details -> Summary page.

2. Remove the company that shows under the Company field. Click Save.

3. Go to the Contacts tab of the file.

4. If the contact of the company who should be on the file is not in your file contacts list, click Link Contact to search and link it to this file.

5. Once you linked a contact from the correct company, select that contact and make it the Primary Client of the file.

6. Now that you have the correct company contact linked as the primary client of the file, you can go back to the Summary page and assign the correct company as the client for this file.

This file will now also show on that company Matters page.

Click here to find out more about company files.

• Related Articles

• Editing Company Details

  Once you have created a company in Thread, you can view and update its' details, add locations, employees, documents, and more. Note: The following steps apply only to V2 companies (created in the new module, or converted from the previous version ...

• How To: Client Time History

  The File Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on files and the cost of time spent, based on users hourly rates. Client Time History Reports can be viewed based on ...

• Mark a contact as 'Primary Client' on a File

  You may want to make a contact the primary client of a file. When generating bills, the bill will automatically be assigned to the primary client of a file. You will also be able to pull reports for your client. 1. In the left pane of your Thread ...

• Converting individual files to company files

  With the new company module, you can now convert any individual file to show as a company file if it has not been billed yet. Note: You will only be able to select the company that is associated with your primary client. Make sure you have the ...

• Company Files - Templates and Billing

  Some file functionality will work differently when the file is assigned to a company rather than individual. You will see a different icon at the top of the file (left of the file code and name) depending on whether it is an individual file or a ...