This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: How do I enter a firm budget? View answer
Budgets
BUDGETS: How do I approve a budget? View answer
Law Firm/Vendor: CLIENT: Why can a firm user not see us on their list of clients? View answer
Law Firm/Vendor, Client
ACCRUALS: How do I exclude a vendor from having to enter accruals on all matters? View answer
Accruals
ONEPASS: How do I find my registration key? View answer
OnePass
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
ONEPASS: What do I do if I am locked out of OnePass? View answer
ACCRUALS: How do I track a firm's unbilled work in progress in Tracker? View answer
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
BUDGETS: How do I approve all of my pending budgets at once? View answer
Law Firm/Vendor: ONEPASS: Where can I find the registration key that OnePass is requesting? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: What should a firm user do if they are locked out? View answer
ACCOUNTING CODES: How do I require matter accounting codes when a matter is created? View answer
Accounting Codes
BUDGETS: Who can enter a budget from the firm? View answer
USER LOGIN: How do I reset my OnePass? View answer
User Login, OnePass
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
USERS: How do I add a new law firm user? View answer
Users
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
USERS: How do I grant a user access to all matters? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor, Timekeeper
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
INVOICE APPROVAL: How do I apply a credit? View answer
Invoice Approval
INVOICE APPROVAL: How do I reverse an invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
Invoice Audits
ACCRUALS: How do firm users enter unbilled amounts? View answer
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
Invoices
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
SETUP: How can I change how many days a firm has to post their final invoice? View answer
Setup
BUDGETS: What is a budget reforecast? View answer
SETUP: What is a matter group? View answer
DASHBOARDS: How do I limit my Dashboard to only my practice area? View answer
Dashboards
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
FIRMS: How do I add a firm to Tracker? View answers
Firms
VOLUME DISCOUNTS: What is a volume discount? View answer
Firm Profile
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
BUDGETS: How do I delete a firm budget? View answer
FIRMS: How do I change the name of a firm? View answer
ACCOUNTS PAYABLE: What kinds of invoices can be included in the AP Batch? View answer
REPORTS: What is an Advanced Filter? View answer
Reports
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
BUDGETS: How do I change the currency on a Budget? View answer
REPORTS: How do I save a user's shared reports before they leave the company? View answer
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor, Accruals
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
Timekeeper
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
