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
Law Firm/Vendor: ONEPASS: Where can I find the registration key that OnePass is requesting? View answer
Law Firm/Vendor, OnePass
BUDGETS: Who can enter a budget from the firm? View answer
Budgets
ACCRUALS: How do I track a firm's unbilled work in progress in Tracker? View answer
Accruals
BUDGETS: How do I enter a firm budget? View answer
Law Firm/Vendor: ONEPASS: What should a firm user do if they are locked out? 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
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
USER LOGIN: How do I reset my OnePass? View answer
User Login, OnePass
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
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
USERS: How do I add a delegate? View answer
Users
USERS: How do I add a new law firm user? View answer
MATTER PARTICIPANTS: How to I remove a matter participant? View answer
Matter Participants
ACCRUALS: How do firm users enter unbilled amounts? View answer
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: What is an AP batch? View answer
Accounts Payable
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
Invoice Approval, Invoices
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
Invoices
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch? View answer
SETUP: How do I upload our billing guidelines? View answer
Setup
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
USER LOGIN: How do I reset another user's password? View answer
User Login
REPORTS: How do I get a list of my open and closed matters? View answer
Reports
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
ACCRUALS: How do I post accruals? View answer
INVOICE APPROVAL: How do I adjust an invoice? View answer
Invoice Approval
INVOICES: How do I post an invoice on behalf of a firm? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
Law Firm/Vendor, Accruals
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
ACCOUNTS PAYABLE: What are the Reverse Feed file specifications? View answer
Law Firm/Vendor: ACCRUALS: Can a firm edit their accruals information? View answer
MATTER CREATION: How do I create a new matter? View answer
Matter Creation
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
MATTER MANAGEMENT: How do I close a matter? View answer
Matter Management
INVOICE APPROVAL: How do I reject an invoice? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
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
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
BUDGETS: How do I view a budget? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com