Thread Release Notes 19th September 2025
Bill Updates
On the Matter > Financial > Bills page, all bill options are now available in a right-click or ellipsis menu, where you will see available options depending on the bill status.
Issued bills will no longer automatically appear on your Documents page of a matter, allowing you to keep financial details of the matter accessible only to users with relevant permissions for financial areas of Thread. When a bill is issued, the bill will become a clickable link to open the generated document.
You can also right click, or click the ellipsis (...) to choose from more options on the menu:
Bill document can be downloaded, sent by email, and moved to documents if needed.
When a bill document is moved to Documents it will open the same document whether accessing it from Bills or Documents page, so any changes made on the document when opening it from either page will be saved on the document. Should you decide to delete the bill document from Documents page, it will still remain available on the Bills page of a matter.
To view the bill information, click on View Bill Details and a panel will open with all bill details, items included and any linked payments:
Multiple bill documents can be sent by email at once when selecting the bills from the list, and choosing the email option on the multi-select toolbar:
Total generated bills amount on the Bills page now also shows amounts including tax values, matching the values seen on the Financial > Overview page:
Xero Integration Enhancements
Thread integration with Xero is now even more powerful with additional bill information visible across both systems, a full Thread to Xero tax mapping, and two-way payments sync.
Should you need to void or delete any bills in Xero, you can now also unissue that bill in Thread then, to ensure both systems are aligned.
Your sign in process has become easier as well - sign in only once and configure your integration settings to keep your two systems synced at all times. Learn more about Xero integration here: Xero Accounting Integration
Required Matter Custom Fields
In addition to choosing global custom fields as mandatory fields to populate on all matters, you can now make matter category custom fields mandatory as well, allowing you to request staff to populate information specific to matter type.
For example, you may have custom fields specific to Family Law, Conveyancing or Litigation, that you want to ensure are always populated on those matters. You can now set them as Required fields, and a prompt will show on all matters in those categories only, requesting users to fill in the fields to proceed working on the matter.
Learn how to update your custom fields here.
Additional Updates
- Search contacts using phone numbers now available on the Contacts page. Search is available for numbers in either 'Main Phone' or 'Main Mobile' fields of a contact.
- Time records and Expenses included in a bill, display an info icon in the 'Is Billed'/'Billed' column with bill details such as bill ID and name, and bill status. 'Is Billed' will only show as Yes once the bill is issued.
- When creating a Task using Outlook add-in, the task title will pull from the task item title. E.g., a task created for a document attachment will show the document name in the task title, rather than email subject. Learn more about creating tasks via Thread Outlook add-in here.
- Export all Comments within a matter to get an Excel spreadsheet of all comments for that matter. You can also Search through comments to find a specific comment on a document or for the matter quickly. Learn more about matter comments here.
Find more exciting features coming in future releases on Thread product ideas page, where you can also vote for existing ideas or submit your suggestions.
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