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(IT Admins) Microsoft Docs Add-In

This page contains instructions for IT administrators to activate the Billables Add-in for their org. 

[IT Admins] Installation Instructions

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

The Microsoft Add-in requires that the email address used for Microsoft 365 is the same as the one used for your Billables AI account. If your emails are not the same, see the FAQ below for instructions on how to proceed.

Microsoft Docs Add-In Instructions

  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. You should use the manifest link below based on which region your Billables account is in.

    1. Global (account login at https://app.billables.ai): https://static.billables.ai/word-add-in/1.2.0/manifest.xml

    2. EU/UK (account login at https://app.eu.billables.ai for EU data residency requirements): https://static.billables.ai/word-add-in-eu/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.

    3. To enable the Add-in for additional team members, scroll down to section below titled "Enabling the Add-in for new users".

  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!

Microsoft Word & Excel Add-In Macro

The Billables Word & Excel macros are a simple software whose only job is to automatically activate the Billables Add-In for you whenever you create or open a document. Typically, Add-ins have to be manually activated (by clicking on the Add-in in the toolbar), but with the Billables macro, we automatically activate it for you each time.

Note: the Add-In must first be installed by an admin for the Macros to work properly. Otherwise, you'll get an error each time you open a document.

To install the Word Add-in Macro, see the Desktop Applications section of the Add-In page and download the installer via the Mac or Windows link:

Select the Word and Excel macro options and run the installer to install locally on each computer or laptop you use for work:

FAQs

I'm not able to link to the Manifest file (see visual below). Why is that?

Add-ins can only be installed on Microsoft 365 Business, Business Premium or E3 accounts. To check if you have the right licenses, go to the Users section of the Microsoft Admin Center and click on Licenses to verify you have the right license. Then check the users in the list below to make sure the Billables AI users have 365 Business, Business Premium or E3 assigned to them:

The Billables AI Add-in is not compatible with Microsoft Apps for Business or Exchange Sync.

[Google Workspace Users] My Microsoft 365 account doesn't match the same email I'm using for Billables AI. How can I enable the Add-In?

From your Microsoft admin account, enable SharePoint/OneDrive (do this even if you don’t use SharePoint/OneDrive). Then repeat the steps above to install the Add-in.

Updating the Billables Add-In (IT Admins)

From time to time, Billables will release updates to the Add-In that must be updated by the IT administrator. Please see instructions below for updating the Add-In for all users:

  1. Go to https://admin.microsoft.com/Adminportal/Home?#/Settings/IntegratedApps

  2. Click on the Billables Assistant extension

  3. Click on “Update add-in”

  4. Provide link to manifest file: https://static.billables.ai/word-add-in/1.2.0/manifest.xml

  5. Click through the confirmation boxes

Enabling the Add-in for New Users (IT Admins)

To enable the Add-in for new users, follow the instructions below.

Note: this is only necessary if you had previously enabled the Add-in for select users only. If you had previously enabled the Add-in for all members of your organization, the Add-in should automatically show up for all users in the firm.

As a reminder, installing the Add-in is Step 1 for capturing Microsoft doc activity. Step 2 involves installing a macro locally on the users computer, which activates the Add-in automatically. See this article for more.

  1. Go to the Apps page in the Microsoft 365 Admin Center and select the Billables AI Assistant app:

  2. Click on the Users tab:

  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. Users should start to see the Add-in automatically show up in their Word and Excel programs within 24-hours. It will show up in the toolbar (example below):

  5. Proceed to the next step to install the Macros which activates the Add-in automatically for each doc (so users won't have to manually activate it).