This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
Matter Participants
REPORTS: How do I add detailed rows to my report? View answer
Reports
ACCOUNTS PAYABLE: What is the Spreadsheet format? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I see any changes made to my AP route? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer
Law Firm/Vendor, Invoicing
OFFICE VENDOR NUMBER: Can office vendor numbers be required for some of my AP routes? View answer
Office Vendor Number
DASHBOARDS: Why do I no longer see my Dashboard? View answer
Dashboards
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
BUDGETS: How do I delay a budget requirement? View answer
Budgets
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
Law Firm/Vendor, Firm Profile
MATTER MANAGEMENT: How do I disable the status report requirement at the matter type template level? View answer
Matter Management
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
TEMPLATES: What happens if I remove a field from a matter type template? View answer
Templates
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor, Accruals
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
Accruals
INVOICE APPROVAL: How do I approve an invoice? View answer
Invoice Approval
Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
ORGANIZATIONAL UNITS: What happens if I deactivate an organizational unit? View answer
Organizational Units
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
ACCRUALS: How do I turn on the accruals module in Tracker for our company? View answer
BUDGETS: Who has access to view budgets? View answer
ACCRUALS: How do I generate an accrual at the matter group level? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer
Law Firm/Vendor, Status Report
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
SUBSTANTIVE LAW: Is there a limit on the number of substantive law categories I can create? View answer
Substantive Law
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor, Matter Management
BUDGETS: How can an overdue budget be pending our approval? View answer
INVOICE APPROVAL: What is an invoice approval threshold? View answer
BUDGETS: How do I report on multiple versions of a budget? View answer
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
REPORTS: How do I change how my report is sorted? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer
ACCRUALS: Who at a firm receives accrual emails? View answer
DASHBOARDS: How do I remove access to Dashboards for my users? View answer
ACCOUNTING CODES: What happens to pending invoices when an associated accounting code label is deactivated? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: How can a firm show a past due balance on an invoice? View answer
Law Firm/Vendor: ONEPASS: How does a firm user migrate to OnePass? View answer
Law Firm/Vendor, OnePass
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
USERS: How can I add a firm admin to a firm? View answer
Users
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