Financial
Time History
With the Time History tab in Thread, you can view the amount of time you and other users have spent on matters in Thread or edit the time entries. All time on a Matter/Financial/Time page will be visible on the time history page, and vice versa. ...
Including Matter Time in a Bill
When you need to create a bill for a matter, you can easily include all billable time records to a bill within the matter Financial > Time tab. Your total time values will show at the top. Time can be logged on Documents, Matter notes, Emails, Tasks, ...
Quick Bill
How to Create a Quick Bill With Thread, you can issue a quick bill with a set value without including any time records in a bill. 1. Click on quick create button and select Quick Bill. 2. A pop-up window will appear for you to fill in your bill ...
Daily time sheet
Keep track of all your time throughout the day in your daily time sheet. Whether you recorded your time automatically or manually, all your time records for the day will be visible in your daily time sheet where you can edit them as needed. Click on ...
Matter Time - Overview
Keeping track of time spent working on matters is easier than ever with Thread. You can record time automatically, start timers manually only when you need to, or simply enter manual time records. To select your time recording mode, please go to your ...
Thread Timer
Depending on your firm and personal settings, Thread timer will record time automatically or you can start the timer manually when you need to. (See Matter Time – Overview for details on firm and personal time settings) All recorded time will be ...
Manual Time Records on a Matter
You can create manual time records on a matter to log any time you have spent working on matter documents, tasks, meetings etc. All time records will be visible on the Financial / Time tab of a matter, where they can be edited or deleted as needed. ...
Requisitions
Requisitions Overview The Requisitions tab is for cheque requisitions made on behalf of the client to a third party (e.g. a conveyancer). Solicitors and accountants can make requisitions directly through a matter on Thread for a client, provided that ...
Billing - Overview
With Thread, you can easily generate bills / invoices to clients for the time you have logged on matter documents, emails, calls, etc., or using a fixed fee for a matter (see issuing fixed fee bills). Use customised bill templates or sample templates ...
Matter Financial Page
The Financial tab on a matter is divided into: Overview, Time, Bill, Expenses, Payment, Requisition, Client account, and Settings. On the matter Financial tab, the Overview gives an overview of all financial activities related to the matter and is ...
Editing Bills
Once you have created a bill, you can edit it at any time before it is issued to change bill name, or the hourly rate and Tax for items. 1. Click Matters in the left pane. 2. Select the matter you want to edit the bill for. 3. Under the Financial ...
Unissuing Bills
If you need to unissue a bill, in order to make changes, you can do this by going to the Matter -> Financial -> Bill If you have a Quill, QuickBooks or Xero accounting software integration turned on, you will not be able to unissue bills. 1. Select ...
Issuing Fixed Fee Bills
If you have selected your matter to have a fixed fee in the Financial – Settings tab of a matter, you can issue a bill without adding time to a matter. You must add the Description for the fixed fee which will show as the item included on the bill ...
Issuing Bills
You can issue a bill directly from a matter or from the Quick Create Button on Thread. Issuing bills from a Matter: 1. Click Matters in the left pane of your Thread page. 2. Search for the matter you want to issue a bill for and click the matter ...
Expenses
The expenses feature on Thread allows you to link an expense to a contact and a matter, keeping track of payments, you and your clients have made. Once an expense is created, you can copy it to another matter, modify it, and include it in a bill. ...
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