Expense Codes - Admin
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 by Thread administrators in Admin Settings.
1. Click Admin Settings on the left pane, located under User Hub.
2. Click the General tab.
3. Select Expense Code from the left-side menu.
4. In the top grey pane, click Add.
5. A pop-up window will appear. In the Name field, enter the expense code. In the Description field, enter the code meaning or description (i.e. Court Fees).
6. 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. 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 file, or based on a user.
3. Select the expense and click Edit in the top grey pane.
4. In the pop-up window that appears, click the Code drop-down menu and select an option.
5. Click Save.
Adding codes to new expenses:
1. Click the Quick Create Button in the bottom right corner.
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 Admin Settings on the left pane, located under User Hub.
2. Click the General tab.
3. Select Expense Code from the left-side menu.
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 name 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 Admin Settings on the left pane, located under User Hub.
2. Click the General tab.
3. Select Expense Code from the left-side menu.
4. Select the expense code 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.
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