Time & Billing
Time Type - Admin
Thread allows you to add time types in Admin Settings that can then be selected when logging time or for any time recorded on activities. You can choose a default time type, and use other time types for when the time is not billable or is included in ...
VAT Rate - Admin
Thread can automatically apply VAT to bills generated on the application. Ensure that VAT is at the correct value and added to each bill by configuring it in admin settings. Adding a VAT Rate Easily add a VAT rate for your firm and set it as the ...
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 ...
Expense Categories - Admin
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 ...
Hourly Rates - Admin
All users and files on Thread can be assigned an hourly rate. The hourly rate is applied to activities based on the time a user has spent working on a particular file. Adding a New Hourly Rate and Value To add hourly rates to users, the rates must ...
Time Rounding - Admin
With Thread, you can enable time rounding for time you spend on files. This means that if you have time rounding set to 8 minutes, and you spend 5 minutes sending an email on a file, the time spent will automatically round to 8 minutes. Note: You ...
Default Billing Method - Admin
Setting up default billing allows you to charge a standard rate for all bills issued by your organisation through Thread. You can choose to set up the default billing method as: - Rate per category – default rate per category, i.e., €300 for wills. - ...
Popular Articles
Client Connect - Overview
Client Connect allows your clients and partners to stay informed and exchange documents on your matters from anywhere, at any time. Once you provide portal access to an external contact, they will receive an email inviting them to access the ...
Add ins "Missing" on Outlook
Check the version of Outlook if on 32 bit. From Outlook click File Select Office Account then click About Outlook. The version will then be shown as highlighted below. If it is on 32 bit, Go to this file path C:\ Program Files (x86) \ eXpd8\ ...
File Emails - Overview
There are many benefits to working with file emails in Thread. You can send emails directly from a file, attaching file documents, using an email template to quickly compile an email pulling the details from the file. You might also want to schedule ...
How do I Share my Calendar on Thread?
1. Click your username in the top right corner. 2. Click Personal Settings. 3. Scroll down to Shared Calendar URL. 4. Hover your cursor over Shared Calendar URL. A tooltip with a link will appear. Click on the link. Calendar - Outlook (office.com) 5. ...
File Documents - Overview
It is important to have all file documents in one place, where they can be easily accessed and edited. Create new documents, or use templates to generate documents from templates (you must have templates already set up in your Template Desk). If you ...