Related Articles
Unissuing Bills
If you need to unissue a bill, in order to make changes, you can do this by going to the Matter -> Financial -> Bill If you have a Quill, QuickBooks or Xero accounting software integration turned on, you will not be able to unissue bills. If you have ...
Issuing Bills
You can issue a bill directly from a matter or from the Quick Create Button on Thread. You must have a bill ID enabled and set up for your firm to create and issue bills. See Setting up a Bill ID for more details. Issuing bills from a Matter: 1. ...
Setting up Bill ID – Admin
Automatic billing ID requires a set up in your firm settings to be able to create and issue bills in Thread. Your firm must enable and choose Billing ID settings in admin settings. Users will not be able to create or issue bills until this is set and ...
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. ...
Billing Approval
Billing Approval can be set up by your firm’s administrators so that all users must obtain billing approval from the relevant department before they can issue a bill. Setting Up Billing Approval 1. Select the settings tab on the bottom left of your ...