Answer
Nov 15, 2017 - 01:10 AM
If the company default is LEDES only, the easiest way to opt these non-firm vendors out of the company setting is with Tracker’s bulk update feature.
- Mouse over the Navigation Panel and click Users.
- Click Bulk Update.
- In Select a field to update, select Invoice Formats Allowed from the Field drop-down.
- Apply filters as needed for Type of Service Provider, and then click Generate List.
- Repeat this process for each non-firm vendor.
- Save & close.
