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 ...
Quill Accounting Integration
You can integrate your Quill account with Thread so that your issued bills and client's 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 ...
Klyant Accounting Integration
You can integrate your Klyant account with Thread so that your matters and client's 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 ...
Xero Accounting Integration
You can integrate your Xero account with Thread so that your issued bills and client's 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 ...
Accounting Software 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 matter details, contact details and bills (see more details ...
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 ...