Time & Billing
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 ...
Popular Articles
Thread Development Roadmap
2nd May 2025 Dear customers, We are delighted that Thread V3 has been rolled out successfully to all our customers on 24th February 2025. This major version update was a part of a larger scale plan to provide an easy-to-use system that will help you ...
Thread V3 Release Notes 24th February 2025
Release Highlights New User Interface Streamlined interface for ease of use, with fewer clicks. New ‘To Do’ section, combining outstanding tasks, phone calls and documents for review. One easy place to plan and complete your workload. More focused ...
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\ ...
Mark a Contact as 'Primary Client' on a Matter
You may want to make a contact, or company (if that company has no contacts) the primary client of a matter. When generating bills, the bill will automatically be assigned to the primary client of a matter. You will also be able to pull reports for ...
Deploying the new Outlook Office Add-in - IT providers
To deploy Office Add-in you must have Global Administrator Role Permissions or equivalent. Step 1. Login Login to the Office 365 Admin Centre - https://admin.microsoft.com/ Step 2. Admin Page Click on the Settings Option in the Left Menu Step 3. Apps ...