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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 ...
Expenses
The expenses feature on Thread allows you to link an expense to a contact and a matter, keeping track of payments, you and your clients have made. Once an expense is created you can include it in a bill. Expenses can be viewed on the Financial page ...
Editing Matter Details
1. Click Matters in the left pane. 2. Select the Matter you want to edit and click the … and then Edit in the top right corner of the matter. Or simply click on the matter name to open it. 3. You will be brought to the Overview page of the matter. ...
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. You can then print this report directly from Thread if needed. Viewing and Exporting Bills Report 1. ...
Editing Tasks
You may want to edit the details of a task or change its status once it has been dealt with. Any changes made to the status of a task can be viewed on the task itself, in the Tasks tab of a matter or within the To-do list on the left menu. ...