This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ONEPASS: How do I find my registration key? View answer
OnePass
BUDGETS: Who can enter a budget from the firm? View answer
Budgets
USER LOGIN: How do I reset my OnePass? View answer
User Login, OnePass
BUDGETS: How do I enter a firm budget? 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
Law Firm/Vendor: CLIENT: Why can a firm user not see us on their list of clients? View answer
Law Firm/Vendor, Client
BUDGETS: How do I approve a budget? View answer
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
ACCRUALS: How do I exclude a vendor from having to enter accruals on all matters? View answer
Accruals
ACCRUALS: How do I track a firm's unbilled work in progress in Tracker? View answer
ONEPASS: What do I do if I am locked out of OnePass? 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
ACCOUNTING CODES: How do I require matter accounting codes when a matter is created? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: How to post an invoice in a LEDES format using the LEDES Generator? View answer
Law Firm/Vendor, Invoicing
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
Firms
MATTER CREATION: How do I create a new matter? View answer
Matter Creation
USERS: How do I add a delegate? View answer
Users
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
Invoices
INVOICES: How do I post an invoice on behalf of a firm? View answer
INVOICE APPROVAL: What is an invoice approval threshold? View answer
Invoice Approval
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
MATTER MANAGEMENT: How do I delete a matter? View answer
Matter Management
Law Firm/Vendor: INVOICING: How does a firm post a flat fee invoice? View answer
MISC: How do I add a Billed to Entity? View answer
Misc
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
Matter Participants
ACCOUNTS PAYABLE: How do I exclude zero amount invoices from AP batches? View answer
Accounts Payable
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
OFFICE VENDOR NUMBER: How do I update the office vendor number on an invoice, so that it attaches to future invoices from that firm? View answer
Office Vendor Number
USERS: How do I add a company user? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm change their firm administrator? View answer
Law Firm/Vendor, Firm Profile
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
TIMEKEEPERS: How do I confirm is the timekeeper rate is matter specific or a default rate? View answer
Timekeeper
ACCOUNTING CODES: How do I update matter accounting code allocations? View answer
USERS: How do I add a new law firm user? View answer
DASHBOARDS: How do I configure my dashboard? View answer
Dashboards
INVOICE APPROVAL: How do I adjust an invoice? View answer
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
