Accounting
NCF Billing Integration
In accordance with The Dominican Tax Authorities' (“DGII”) provisions concerning the issuance and use of Tax Fiscal Receipts (NCFs), Thread provides the integration of NCF serial numbers to ensure your compliance. Learn below how to enter the ...
Klyant Accounting Integration
You can integrate your Klyant account with Thread so that your files and clients data in Thread syncs with Klyant. Make sure to contact Klyant directly to turn the integration on with Thread. Once the integration is turned on, Thread will sync your ...
Quill Accounting Integration
You can integrate your Quill account with Thread so that your issued bills and clients data in Thread sync with Quill. First, you need to turn the integration on and sign in daily to ensure the sync is successful. Turning on Integration with Quill To ...
Xero Accounting Integration
You can integrate your Xero account with Thread so that your issued bills and clients data in Thread sync with Xero. First, you need to turn the integration on and sign in daily to ensure the sync is successful. Turning on Integration with Xero To ...
Quickbooks Accounting Integration
You can integrate your Quickbooks account with Thread so that your issued bills and clients data in Thread sync with Quickbooks. First, you need to turn the integration on and sign in daily to ensure the sync is successful. Turning on Integration ...
Accounting Software Integration
With Thread, you can easily integrate accounting software such as QuickBooks, Klyant, Quill, or Xero. Thread syncs data with your accounting software such as file details, contact details and bills (see more details below depending on accounting ...
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 ...