Related Articles
VAT Rate Not Appearing on Bills or Invoices
If VAT is not being applied to invoices and bills generated through Thread, ensure that you have a default VAT rate configured in Admin Settings. 1. Click Admin Settings. 2. Click the General tab. 3. Select VAT Rate from the left side menu. 4. i. To ...
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 ...
Issuing Bills
You can issue a bill directly from a file, or using the Bills page in Thread. Issuing bills from a File: 1. Click Files in the left pane. 2. Search for the file you want to issue a bill for and click the file name. 3. Under the Financial tab, click ...
Editing Master Word Document - Admin
When you create a new Word document on a file in Thread, the layout of the document can be customised to your organisation’s preferred style. This is known as the Master Document. The Master Document is the default Word document which can be edited ...
Unissuing Bills
If you need to unissue a bill in order to make changes, you can do this by going to the File -> Financial -> Bills If you have a Quill, Quickbooks, or Xero accounting software integration turned on, you will not be able to unissue bills. 1. Select ...