This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer
Law Firm/Vendor, Invoicing
USERS: Why am I unable to deactivate a user? View answer
Users
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
Matter Participants
Law Firm/Vendor: ACCRUALS: How does a firm know when the next accrual period takes place? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: How does a firm reconcile a payment they received against the invoices they have posted? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
Invoice Approval
REPORTS: What are detailed rows in reporting? View answer
Reports
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
Matter Management
Law Firm/Vendor: INVOICING: Can a firm user post invoices? View answer
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
INVOICE APPROVAL: How do I resolve invoice audits? View answer
USERS: How can I add a firm admin to a firm? View answer
Law Firm/Vendor: INVOICING: Why does it say incomplete instead of "post invoice"? View answer
ACCOUNTING CODES: How many accounting code labels can I use in Tracker? View answer
Accounting Codes
ACCOUNTING CODES: What are "Pre-Configured Accounting Code Allocations"? View answer
Law Firm/Vendor: INVOICING: How can a firm show a past due balance on an invoice? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to future invoices? View answer
Organizational Units
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
MATTER MANAGEMENT: How do I delete a matter? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
INVOICE APPROVAL: How do I make a comment to the law firm when approving the invoice? View answer
Law Firm/Vendor: USERS: What information is needed to create a new firm user? View answer
Law Firm/Vendor, Users
BUDGETS: How do I report on budget changes? View answer
Budgets
REPORTS: How do I add detailed rows to my report? View answer
MATTER MANAGEMENT: Who can close a matter? View answer
DASHBOARDS: How often is the Dashboard updated? View answer
Dashboards
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor: BUDGETS: How can the firm give someone else access to enter a budget? View answer
Law Firm/Vendor, Budgets
What is FileZone? View answer
ONEPASS: What do I do if I am not getting my security code? View answer
OnePass
Law Firm/Vendor: BUDGETS: When entering a budget, can a firm user save their work and come back to it? View answer
BUDGETS: How do I change the currency on a Budget? View answer
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
Invoice Audits
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
Accruals
BUDGETS: How do I bulk update a law firm matter budget requirement at the firm level? View answer
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: ACCRUALS: Can a firm edit their accruals information? View answer
ACCRUALS: How do I turn on the accruals module in Tracker for our company? View answer
REPORTS: How do I add a report to my Dashboard? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
Law Firm/Vendor, OnePass
FIRMS: How do I give a firm user all matter access? View answer
Firms
REPORTS: How do I schedule reports? View answer
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
Office Vendor Number
ACCOUNTING CODES: How do I create accounting code labels? View answer
REPORTS: How can I see year to date (YTD) spend for a firm? View answer
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
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