This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ONEPASS: Where can I find the registration key that OnePass is requesting? View answer
Law Firm/Vendor, OnePass
ONEPASS: How do I find my registration key? View answer
OnePass
BUDGETS: How do I enter a firm budget? View answer
Budgets
ACCRUALS: How do I track a firm's unbilled work in progress in Tracker? View answer
Accruals
BUDGETS: How do I approve a budget? View answer
BUDGETS: How do I approve all of my pending budgets at once? View answer
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: CLIENT: Why can a firm user not see us on their list of clients? View answer
Law Firm/Vendor, Client
USER LOGIN: How do I reset my OnePass? View answer
User Login, OnePass
Law Firm/Vendor: ONEPASS: What should a firm user do if they are locked out? View answer
ONEPASS: What do I do if I am locked out of OnePass? View answer
BUDGETS: Who can enter a budget from the firm? View answer
ACCOUNTING CODES: How do I require matter accounting codes when a matter is created? View answer
Accounting Codes
Law Firm/Vendor: BUDGETS: What should the firm do if the attorneys do not want to enter a budget and a budget is due? View answer
ACCRUALS: How do I exclude a vendor from having to enter accruals on all matters? View answer
USERS: How do I add a new law firm user? View answer
Users
Law Firm/Vendor: INVOICING: How does a firm post a flat fee invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How to post an invoice in a LEDES format using the LEDES Generator? View answer
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
Invoices
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
USERS: How do I add a delegate? View answer
INVOICE APPROVAL: What is the definition of BGR? View answer
Invoice Approval, Invoice Audits
REPORTS: How do I see a list of stuck invoices? View answer
Reports
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
MATTER PARTICIPANTS: How to I remove a matter participant? View answer
Matter Participants
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
USERS: How do I change a user's system role? View answer
INVOICE APPROVAL: Can an invoice approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
Invoice Approval
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
Matter Management
INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
DASHBOARDS: How do I go back to the original view on my Action items page? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
Invoice Audits
Law Firm/Vendor: STATUS REPORT: What should a firm enter if there is no update to the matter? View answer
Law Firm/Vendor, Status Report
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
ACCRUALS: How do I change my accrual period? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
Law Firm/Vendor, Firm Profile
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
Office Vendor Number
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
