Expenses

Expenses

The expenses feature on Thread allows you to link an expense to a contact and a file, keeping track of payments you and your clients have made. Once an expense is created, you can copy it to another file, modify it, and include it in a bill. Expenses can be viewed on a files Activities page and on the Expenses page. 


Adding Expenses 

  1. 1. Click the Quick Create Button in the bottom right corner.  

  2. 2. Select Expense.  

  1. 3. A pop-up window will appear for you to fill in all relevant information. Mandatory fields are marked with *.  

  

  1. 4. Click Save to add a single expense or Save & Add More to continue adding expenses.  

  1. 5. If you have chosen for the bill to be ‘billable,’ another pop-up window will appear directing you to include the expense in a bill.   

  1. To include the expense in an existing bill, select the bill and click Save.   

To create a new bill, click Add in the top pane and create a new bill. You can then add the quick expense to your new bill.  

 

  

       6. Click Save.  

Note: Expense categories and codes can be customised in Admin settings.

Editing and Adding Receipts to Expenses 

Once you have added an expense, you can edit the amount, add a contact, include it in a category, add a type, include an expense code, add a receipt, and add notes. 

  1. 1. Click Expenses on the left pane. 

  1. 2. Select the expense you want to edit and click Edit in the top grey pane. 

 

  1. 3. A pop-up window will appear. Here you can edit details of the expense, add a receipt, and add a contact easily. 

 

 

  1. 4. When finished editing, click Save. 

  1. 5. If you have toggled to include the expense in a bill, select an existing bill from the pop-up list and click Save.   

To create a new bill, click Add in the top pane and create a new bill. You can then add the quick expense to your new bill.  

 

  

  1. 6. Click Save.  

Including Expenses in Bills 

You can easily add an expense to a bill at any point after it has been added. 

  1. 1. Click Expenses on the left pane. 

  1. 2. Select the expense you want to include in a bill and click Include in Bill in the top grey pane. 

 

  1. 3. A pop-up window will appear. Select an existing bill from the list and click Save.   

Or, to create a new bill, click Add in the top pane and create a new bill. You can then add the quick expense to your new bill.  

 


        6. Click Save.  

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