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General IT Admin Instructions

Systems administrators can use the following instructions to grant access to company employees for the Billables AI Integrations. You must have administrative access for your company in order to enact these changes. For more information about Billables AI privacy and protection, see our Security Overview.

Microsoft 365 Instructions

  1. Enable delegated permissions by visiting this admin consent URL in your browser and logging in with your account, then clicking Accept when prompted:

  2. Enable application permissions by visiting this admin link on the Integrations page:


    Only Billables AI admin accounts have access to the org-level integration permissions.

    1. If you have not already received a custom login link, reach out to us to create a custom login link here.

      1. Please include the email address domain of the company you are setting up the integration for here.

    2. Once we receive your request, we will create a custom link and send it to you.

  3. Log in to your admin Microsoft account:

  4. Click “Accept” when prompted for the delegated permissions.

Microsoft Docs Add-In Instructions

The following section applies to Microsoft Docs Add-In - an optional integration that’s activated based on need. Microsoft Docs Add-Ins are only needed if the firm does not use Sharepoint or OneDrive as your file storage system (e.g. your firm uses Box, Dropbox, etc). See Microsoft Docs Add-In for more info.

  1. Go to the Integrated Apps page in the Microsoft 365 Admin Center and login as the admin account. Select "upload custom apps".

  2. Select "Provide link to manifest file" and enter the link below, then select Validate:

    1. https://static.billables.ai/word-add-in/1.2.0/manifest.xml

  3. Select which users to install the Add-In for:

    1. If you plan on onboarding most members of the firm, we recommend choosing 'entire organization' to avoid having to repeat this step for new users that join.

    2. If you only want to Billables to be used for select users, you can specify users or groups.

  4. Click “Accept Permissions”:

  5. Accept the permissions request:

  6. Once the permissions are accepted, click Next:

  7. Click Finish Deployment:

  8. You’re all set!

Zoom Instructions

You will need an admin link to authorize the Zoom integration for the organization.

If you're working with someone who already has Billables access, please request the custom link from them, found on the Integrations page:

If you have not already received a custom login link, reach out to us to create a custom login link here.

  • Please include the email address domain of the company you are setting up the integration for.