Expense Settings - Admin

Expense Settings - Admin

Expense Categories


Thread users can easily add expenses that they have borne for a client or a particular case. The Expense Category feature on Thread allows you to add distinct categories of expenses, meaning you can organise expenses based on their type. 
 

Adding an Expense Category 

To add categories to new expenses, the categories must first be configured in the Admin Centre


  1. 1. Click on the Settings icon at the bottom left of your menu.


  2. Picture 1, Picture, Picture


  1. 2. Under the General tab, select Expense Category


  2. Picture


  3. 3. Click + Expense Category button in the top right corner.

  4. Picture


  1. 4. In the pop-up window that appears, enter the name of the new category. 

 

Picture 


  1. 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. 1. Select the Financials tab on the left pane, then the Expenses tab. 

 

Picture, Picture 


  1. 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.  

 

Picture 


  1. 3. Select the expense you want to add a category to and click Edit in the top grey pane. 


Picture 

4. In the pop-up window that appears, click Category to open a drop-down menu. 

 

Picture 

 

  1. 5. Select a category from the list. 

 

Picture 

 

  1. 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. 1. Click on the Settings icon at the bottom left of your menu. 


  2. Picture 1, Picture, Picture

 

  1. 2. Under the General tab, select Expense Category

 

Picture 

 

  1. 3. Click + Expense Category button in the top right corner. 


Picture 

 

  1. 4. Select the expense category you want to rename and click Edit in the top grey pane. 

Picture 


5. In the pop-up window that appears, enter the new name of the category. 


Picture 

6. Click Save

 
 

Deleting Expense Categories 
 

If you need to remove an expense category completely from Thread, you can do this easily.  
 

NotesIf you have expenses that have been assigned this category, you will have to assign a different category to the expense. 


  1. 1. Click on the Settings icon at the bottom left of your menu. 


  2. Picture 1, Picture, Picture

 

  1. 2. Under the General tab, select Expense Category

 

Picture 

 

  1. 3. Click + Expense Category button in the top right corner. 


Picture 

 

  1. 4. Select the expense category you want to delete and click Delete in the top grey pane. 


Picture 

 

  1. 5. A confirmation window will appear asking you to confirm your decision. Click OK

 

Picture 

 

 

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. 1. Click on the Settings icon at the bottom left of your menu. 


  2. Picture 1, Picture, Picture

 

  1. 2. Under the General tab, select Expense Code

 

Picture 

 

  1. 3. Click + Expense Code button in the top right corner. 

 

Picture 

 

  1. 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). 

 

Picture 

 

  1. 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 

 

Picture, Picture 


  1. 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.  

Picture 

  1. 4. Select the expense you want to add a code to and click Edit in the top grey pane. 


Picture 


  1. 5. In the pop-up window that appears, click Code to open a drop-down menu. 

 

Picture 


  1. 6. Select a code from the list. 

 

Picture 


 

  1. 7. Click Save. 
     
     

Adding codes to new expenses: 


1. Click the Quick Create Button Picture in the bottom left of your menu.  

2. Select Expense from the menu. 

Picture 

 

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. 

 

Picture 

 

 

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. 1. Click on the Settings icon at the bottom left of your menu. 


  2. Picture 1, Picture, Picture

 

  1. 2. Under the General tab, select Expense Code

 

Picture 

 

  1. 3. Click + Expense Code button in the top right corner. 

 

  1. 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

 

Picture 
 

 

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. 1. Click on the Settings icon at the bottom left of your menu. 


  2. Picture 1, Picture, Picture

 

  1. 2. Under the General tab, select Expense Code

 

Picture 

 

  1. 3. Select the expense code you want to remove and click Delete in the top grey pane. 

 

  1. 4. A confirmation window will appear asking you to confirm your decision. Click OK. 
     

IdeaFor more information on this topic, see also Expenses and Billing - Overview

 

    • Related Articles

    • 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 copy it to another matter, modify it, and include it in a bill. ...
    • Matter Code Patterns - Admin

      The matter code patterns section on Thread allows you to choose the pattern of how your matters are displayed. You can add patterns or separators that are specific to your firm. For example, a matter that has the matter code pattern ...
    • Matter Category - Admin

      All matters created on Thread must have a category assigned to them. Matter categories dictate which matter stages, key dates, contact types, and custom fields, can be used with the matter. You can also add default templates to a matter category, ...
    • Admin Settings - Overview

      Admin Settings - Overview Our Admin Centre contains all your firm settings and configurations relating to Thread, including general settings, system configurations, matter settings, and integrations with other applications. We have divided all admin ...
    • Expenses Report

      Extract a report of Expenses logged in a specified date range to keep track of disbursement payments you and your clients have made.  You can also filter by matter category and user, for a more detailed overview of expenses. Viewing and Exporting an ...