This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
USERS: How do I add a new law firm user? View answer
Users
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
Invoice Approval
MATTER MANAGEMENT: How do I clone a matter? View answer
Matter Management
ACCRUALS: How do I turn off accruals for all matters? View answer
Accruals
Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? View answer
Law Firm/Vendor, OnePass
USERS: Can I delete a firm user? View answer
Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
Law Firm/Vendor: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer
Law Firm/Vendor, Accruals
ONEPASS: Why do I not see an option to reset a company user's password? View answer
OnePass
REPORTS: How do I subtotal a report? View answer
Reports
ACCOUNTS PAYABLE: What does it mean to rerun a previous AP batch? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
Law Firm/Vendor, Invoicing
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
Invoices
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
SETUP: How do I create a matter group? View answer
Setup
USER LOGIN: How do I reset another user's password? View answer
User Login
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer
INVOICE APPROVAL: How do I adjust an invoice? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
Law Firm/Vendor, Firm Profile
REPORTS: What are detailed rows in reporting? View answer
MATTER MANAGEMENT: How do I require status reports? View answer
ACCOUNTING CODES: How many accounting code labels can I use in Tracker? View answer
Accounting Codes
BUDGETS: Who has access to approve budgets? View answer
Budgets
ACCRUALS: How do I change my accrual period? View answer
TIMEKEEPERS: How do I confirm is the timekeeper rate is matter specific or a default rate? View answer
Timekeeper
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
USERS: How do I change the Tracker Coordinator or Backup Tracker Coordinator? View answer
USER LOGIN: How do I reset another user's OnePass password? View answer
ACCRUALS: How do I determine how long firms will receive notifications to enter unbilled amounts after a matter is closed? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
INVOICE APPROVAL: How do I make a comment to the law firm when approving the invoice? View answer
REPORTS: How do I know what type of report to run? View answer
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
What is the Outlook Add-In? View answer
USERS: How do I grant a user special matter access? View answer
TIMEKEEPERS: Where does the Index rate come from? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
Law Firm/Vendor: BUDGETS: If the firm hasn't entered a budget, can they still post their invoices? View answer
Law Firm/Vendor, Budgets
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
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
Matter Participants
USERS: Can I deactivate a firm user? View answer
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