Microsoft 365 Integration (IT Admins)

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.

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

Microsoft 365 Instructions

1. Enable delegated permissions for Mail, Calendar and Sharepoint/OneDrive docs by visiting this admin consent URL or clicking on the link from the Billables Integrations page. 

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

2. Log in with your admin Microsoft account:

   

3. Click “Accept” when prompted for the application permissions:

   

4. Enable delegated permissions by visiting this admin link on the Integrations page:

   
   

    

   If you are not a Microsoft Teams admin, you'll need to send the admin consent link to your IT admin. Click on the share link, then copy and paste the custom link for your IT admin:

   
   
   

   If you are an external IT admin, please send an email to support@billables.ai with the name of the client company and contact person to request the admin consent link.

5. Log in to your admin Microsoft account:

   

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

   

Microsoft Docs Add-In Instructions

The following section applies to Microsoft Docs Add-In. Microsoft Docs Add-Ins are optional if your firm primarily uses Sharepoint or OneDrive as your document management system. 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 for whom to install the Add-In. We recommend choosing 'entire organization' to avoid having to repeat this step for new users that join in the future.

   

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!

   

[IT Admins] Updating the Billables Add-In

From time to time, Billables will release updates to the Add-In that must be updated by the IT administrator.

Please see instructions here for updating the Billables Add-In.