Expense Settings - Admin
Expense Categories
Adding an Expense Category
To add categories to new expenses, the categories must first be configured in the Admin Centre.
1. Click on the Settings icon at the bottom left of your menu.
2. Under the General tab, select Expense Category.
3. Click + Expense Category button in the top right corner.
4. In the pop-up window that appears, enter the name of the new category.
5. Click Save.
You can now add expenses to categories you have created and view their category on the Expenses page.
Adding Categories to Expenses
Once you have created categories, you can add them to existing expenses or new expenses that you add to Thread.
1. Select the Financials tab on the left pane, then the Expenses tab.
2. Search for an expense by using the search bar shown or toggle the filters to find expenses within a certain date range, for a particular matter, or based on a user.
3. Select the expense you want to add a category to and click Edit in the top grey pane.
5. Select a category from the list.
6. Click Save.
Renaming an Expense Category
You can easily change the name of an expense category at any time after it has been created.
1. Click on the Settings icon at the bottom left of your menu.
2. Under the General tab, select Expense Category.
3. Click + Expense Category button in the top right corner.
4. Select the expense category you want to rename and click Edit in the top grey pane.
5. In the pop-up window that appears, enter the new name of the category.
6. Click Save.
Deleting Expense Categories
If you need to remove an expense category completely from Thread, you can do this easily.
If you have expenses that have been assigned this category, you will have to assign a different category to the expense. 1. Click on the Settings icon at the bottom left of your menu.
2. Under the General tab, select Expense Category.
3. Click + Expense Category button in the top right corner.
4. Select the expense category you want to delete and click Delete in the top grey pane.
5. A confirmation window will appear asking you to confirm your decision. Click OK.
Expense Codes
With Expenses on Thread, you can add codes that equate to an expense type, for example, E102=Travel Fees. This way, you can easily add these codes to expenses you create on Thread, making it easier for accountants or users responsible for the finances of your firm to manage expenses.
Adding Expense Codes
New expense codes must be added to Admin Settings, by your firm's Thread administrators.
1. Click on the Settings icon at the bottom left of your menu.
2. Under the General tab, select Expense Code.
3. Click + Expense Code button in the top right corner.
4. A pop-up window will appear. In the Name field, enter the expense code. In the Description field, enter the code meaning or description (e.g. Court Fees).
5. Click Save.
Adding Codes to Expenses
Once you have added expense codes to Thread in Admin Settings, you can then apply these codes to newly created or existing expenses.
Adding codes to existing expenses:
1. Click Expenses on the left pane of Thread.
2. Select the Financials tab on the left pane, then the Expenses tab
3. Search for an expense by using the search bar shown or toggle the filters to find expenses within a certain date range, for a particular matter, or based on a user.
4. Select the expense you want to add a code to and click Edit in the top grey pane.
5. In the pop-up window that appears, click Code to open a drop-down menu.
6. Select a code from the list.
7. Click Save.
Adding codes to new expenses:
1. Click the Quick Create Button in the bottom left of your menu.
2. Select Expense from the menu.
3. In the pop-up window that appears, click the Code drop-down menu and select an option. Ensure all other mandatory details are filled in.
4. Click Save.
Editing Expense Codes
Once you have added an expense code, you can edit it to change the description at any time.
1. Click on the Settings icon at the bottom left of your menu.
2. Under the General tab, select Expense Code.
3. Click + Expense Code button in the top right corner.
4. Select the expense code you want to rename and click Edit in the top grey pane.
5. In the pop-up that appears, enter a new Description for the expense code and click Save.
Deleting Expense Codes
You can remove expense codes from Thread in Admin Settings. Once you delete an expense code, it will be removed from all expenses it has been added to previously. You will need to assign another code to existing expenses if necessary.
1. Click on the Settings icon at the bottom left of your menu.
2. Under the General tab, select Expense Code.
3. Select the expense code you want to remove and click Delete in the top grey pane.
4. A confirmation window will appear asking you to confirm your decision. Click OK.
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