This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTING CODES: How do I identify which of my matters require accounting code review? View answer
Accounting Codes
BUDGETS: How do I see the previous budget? View answer
Budgets
BUDGETS: How do I report on spending to budgets? View answer
BUDGETS: How do I bulk update the budget settings for all matters? View answer
BUDGETS: How can an overdue budget be pending our approval? View answer
ACCRUALS: How do I disable accruals for a single matter without disabiling accruals system-wide? View answer
Accruals
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor, Users
BUDGETS: How do I report on budgets by organizational unit or practice group? View answer
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
ACCOUNTS PAYABLE: Why can't AP see the Accounting Code Allocations on their file? View answer
Accounts Payable
BUDGETS: How do I report on budgets by matter group? View answer
ACCRUALS: How do I determine when to run the accruals report? View answer
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
Law Firm/Vendor, Invoicing
ACCRUALS: How do I determine if there are currently any pending invoices included in accruals? View answer
ACCRUALS: How do I determine if I am generating accruals at the matter level or the matter group level? View answer
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? View answer
ACCRUALS: How do I determine how long firms will receive notifications to enter unbilled amounts after a matter is closed? View answer
ACCOUNTS PAYABLE: Why is the total amount in the invoice summary different from the amount in the invoice spreadsheet? View answer
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
BUDGETS: How do I report on budget changes? View answer
ACCRUALS: How do I change which users have the ability to review accruals based on their matter role? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
ACCRUALS: How do I change my accrual period? View answer
ACCRUALS: How do firm users enter unbilled amounts? 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, Training
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor: INVOICING: What does it mean when a law firm says my invoice has audits? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
Law Firm/Vendor: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? View answer
ACCOUNTS PAYABLE: Why is the vendor's name on the invoice different from the name in that vendor's Tracker profile View answer
ACCRUALS: How can I enforce firm compliance with my company's accrual settings? View answer
ACCOUNTS PAYABLE: Why would an approved invoice not be batched? View answer
Law Firm/Vendor: INVOICING: If a firm/vendor is reposting the difference of a reduced invoice, can they use the original invoice number? View answer
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
BUDGETS: Can a delegate enter a budget? View answer
BUDGETS: Can I lock our budget? View answer
BUDGETS: Are emails sent when a company budget is entered? View answer
BUDGETS: Do budgets impact task code alerts? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor, Matter Management
BUDGETS: Are emails sent when a company budget is due? View answer
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
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