This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCRUALS: How do I track a firm's unbilled work in progress in Tracker? View answer
Accruals
Law Firm/Vendor: ONEPASS: Where can I find the registration key that OnePass is requesting? View answer
Law Firm/Vendor, OnePass
ONEPASS: What do I do if I am locked out of OnePass? View answer
OnePass
USER LOGIN: How do I reset my OnePass? View answer
User Login, OnePass
BUDGETS: How do I approve a budget? View answer
Budgets
BUDGETS: How do I enter a firm 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
ACCOUNTING CODES: How do I require matter accounting codes when a matter is created? View answer
Accounting Codes
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
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: Who can enter a budget from the firm? View answer
Law Firm/Vendor: ONEPASS: What should a firm user do if they are locked out? View answer
ONEPASS: How do I find my registration key? View answer
BUDGETS: How do I approve all of my pending budgets at once? View answer
ACCRUALS: How do I exclude a vendor from having to enter accruals on all matters? View answer
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
How do you make task code alerts by line item appear in Tracker? View answer
What is the consequence of saving accruals but not approving before lockdown? View answer
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
DOCUMENTS: Can I share links to documents with other users? View answer
Documents
DOCUMENTS: Can I add a related document to a file? View answer
DOCUMENTS: How does a user clear a document flag when Mark Read is required? View answer
How is the Mark Read Function turned on? View answer
What is the Mark Read function? View answer
EXTERRO: What is Exterro? View answer
Legal Hold
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer
Emails, Matter Creation, Matter Upload, Documents
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
Timekeeper
ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer
Accruals, Matter Management
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
Accounts Payable
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Invoice Approval
MATTER TYPE TEMPLATES: How do I remove a custom field from a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? View answer
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Matter Management
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
ACCOUNTS PAYABLE: How do I send Tax to my AP Department in the Firm’s Native Currency to comply with Tax Laws? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
Alternative Fee Arrangements
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
ALTERNATIVE FEE ARRANGEMENTS: Why isn’t there a Firms tab on my Matter? View answer
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
Dashboards
USERS: Can I change the time window for user inactivity? View answer
Users
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the budget implications of choosing Matter Lifetime Costs? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
