This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TEMPLATES: How do I use conditional fields on a templates? View answer
Templates, Matter Management, Matter Creation
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
BUDGETS: How to I provide a comment, description, or note when adding a budget? View answer
Budgets
Law Firm/Vendor: USERS:Why is the firm getting a message that the user id is unavailable when they try to add a new user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor: USERS: What happens if a firm deactivates a user who is on a matter? View answer
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
Law Firm/Vendor: USERS: How does a firm user set a user as delegate for every user at the firm? View answer
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor, Training
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor: TRAINING: What does a new law firm user do if they want additional training on Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
Law Firm/Vendor: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a new default rate on a timekeeper rate sheet override a matter specific rate? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? View answer
Law Firm/Vendor: INVOICING: Can a firm post an invoice with multiple currencies? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer
BUDGETS: Can I report on individual matter spending to budget for a group matter if the budget is set at the matte View answer
Budgets, Reports
Law Firm/Vendor: INVOICING: How can a firm re-post an invoice that is more than 180 days old? View answer
Law Firm/Vendor: INVOICING: How can a firm resolve EHUB error message that the client is not set up for billing when entering the invoice number? View answer
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
Law Firm/Vendor: INVOICING: How can a firm see the status of their invoices? View answer
Law Firm/Vendor: INVOICING: How can a firm show a past due balance on an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Law Firm/Vendor: INVOICING: How does a firm edit an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm enter a discount on a non-LEDES invoice in Tracker? View answer
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