Time & Billing
Payments
How to add a payment When accessing the matter you wish to add the payment on, click into the Financial section and then Payments. Select Add on the top right corner to add a new payment to the matter. Fill in the corresponding fields and click Save. ...
Setting up Bill ID – Admin
Automatic billing ID requires a set up in your firm settings to be able to create and issue bills in Thread. Your firm must enable and choose Billing ID settings in admin settings. Users will not be able to create or issue bills until this is set and ...
Billing Approval
Billing Approval can be set up by your firm’s administrators so that all users must obtain billing approval from the relevant department before they can issue a bill. Setting Up Billing Approval 1. Select the settings tab on the bottom left of your ...
Time & Billing Settings – Admin
Our Admin Centre is accessed by clicking the settings icon on the bottom left of your menu and contains all your firm settings and configurations relating to Thread, including general settings, matter settings, system configurations, team management, ...
Default Billing Method – Admin
Setting up a default billing method 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 ...
Time Type - Admin
Time types can be set up in the Thread Settings by the firm administrators, allowing you to apply relevant time types to time records. Time types can be set as either Billable or Non-billable, dictating whether the time record with that time type ...
Expense Settings - Admin
Expense Categories 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 ...
Hourly Rates – Admin
All users and matters 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 item. Your default billing method settings will define which hourly rate will be ...
Tax Rate - Admin
Thread can automatically apply Tax to bills generated on the application. Ensure that Tax is at the correct value and added to each bill by configuring it in admin settings. Adding a Tax Rate Easily add a Tax rate for your firm and set it as the ...
Time Settings – Admin
With Thread, you can choose time settings that best suit your firm’s needs, such as setting a time recording mode for your firm (off, manual or automatic), enforce mandatory start/end times for all time records, and enable time rounding for billable ...