This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases 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: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor, Users
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: Who at the firm can post a timekeeper rate sheet? 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: 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: USERS: What happens if a firm deactivates a user who is on a matter? View answer
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? 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: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
Law Firm/Vendor, Invoicing
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
USERS: How do I login after being locked out for inactivity? View answer
Users
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
Alternative Fee Arrangements
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
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
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: INVOICING: How does a firm reconcile a payment they received against the invoices they have posted? View answer
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
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
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
Law Firm/Vendor: INVOICING: How to attach a document? View answer
BUDGETS: How can I report on spending for a phased budget? 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
Law Firm/Vendor: INVOICING: Using the LEDES Generator, is there a way for a firm user to save what has been entered and come back to it later? View answer
OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer
Matter Creation
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
Law Firm/Vendor: INVOICING: What firm remittance information gets populated on an invoice? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
Law Firm/Vendor: INVOICING: What should a firm do if there are more than 50 line items when using the LEDES Generator? View answer
Law Firm/Vendor: INVOICING: What should a firm enter for the client/matter #? View answer
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
Invoices
Law Firm/Vendor: INVOICING: Where can a firm see our rejection comments? View answer
Law Firm/Vendor: INVOICING: Where can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
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