Expenses Report

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 Expenses Report 

  1. 1. Click the Reports icon in the bottom left pane of Thread. 

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  2. 2. The Management Reports tab will show by default. Select the User Reports tab   


  2. 3. Click on Expenses Report. 

 

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  2. 4. Select preferred category/categories or All categories, from the Category drop-down menu. 


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  2. 5. Select All Matter Owners or Specific Matter Owners; in a particular date range, by selecting a From Date and To Date. 


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  1. 6. Select Preview in the bottom right corner. 

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  1. 7. This will show you the Expenses report preview. 

 

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  2. 8. Print and/or Save the report, directly from the report preview. 


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  2. 9. To export the report, click the export icon and select Export to Excel or Export to PDF according to your preference. 

 

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  2. 10. The Expenses Report will automatically generate in your selected format.