This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
Law Firm/Vendor, Firm Profile
TIMEKEEPERS: What is the Timekeeper Rate Lookup File? View answer
Timekeeper
TEMPLATES: How do I change how budget audits are calculated? View answer
Templates
ACCOUNTS PAYABLE: How many Tracker users can be an AP route manager? View answer
Accounts Payable
ACCOUNTING CODES: Can accounting code review be delegated? View answer
Accounting Codes
BUDGETS: How do I enable firm budgets? View answer
Budgets
INVOICE APPROVAL: What is a Backup approver? View answer
Invoice Approval
INVOICES: Can firms post a memo entry invoice? View answer
Invoices
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
Law Firm/Vendor, Accruals
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to pending invoices? View answer
Organizational Units
Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer
Law Firm/Vendor, Budgets
SUBSTANTIVE LAW: Is there a limit on the number of substantive law categories I can create? View answer
Substantive Law
ACCOUNTING CODES: How will the Accounting Code Reviewer know when an invoice's accounting codes are pending their View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
TIMEKEEPERS: Why is the new timekeeper audit triggering even though the law firm has submitted a rate sheet for the timekeeper? View answer
ACCOUNTS PAYABLE: What are the Reverse Feed file specifications? View answer
BUDGETS: Are emails sent when a company budget is changed? View answer
ACCOUNTS PAYABLE: Who can upload payment data in Tracker? View answer
Law Firm/Vendor: ONEPASS: What happens if the law firm user doesn't see a verification method and cannot sign in? View answer
Law Firm/Vendor, OnePass
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
ACCOUNTING CODES: What are accounting codes? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
ACCRUALS: Which Unbilled Total reporting field, Unbilled Total and Unbilled Total, relates to accruals/unbilled amounts in the pre-configured report? View answer
Accruals
Law Firm/Vendor: INVOICING: What should a firm enter for the client/matter #? View answer
Law Firm/Vendor, Invoicing
REPORTS: How can I see a list of matters without recent activity? View answer
Reports
ACCOUNTS PAYABLE: Can I have multiple AP routes? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
REPORTS: Why are my results different than my colleague's? View answer
What browsers are currently supported by Tracker? 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: INVOICING: Can firms see payment information in Tracker? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
USERS: How do I add a new law firm user? View answer
Users
Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer
ORGANIZATIONAL UNITS: How are organizational units organized? View answer
ORGANIZATIONAL UNITS: What happens if I deactivate an organizational unit? View answer
MATTER UPLOAD: Can I bulk update a custom field through matter upload? View answer
Matter Upload
FIRMS: How can I deactivate an office I created an error? View answer
Firms
REPORTS: How do I subtotal a report? View answer
Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer
MATTER MANAGEMENT: How do I close a matter? View answer
Matter Management
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
INVOICES: Can a firm post an invoice across more than one matter? View answer
USERS: Can I delete a firm user? View answer
Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer
ACCOUNTS PAYABLE: Why are there two different values on the Invoice Summary? View answer
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