This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
Law Firm/Vendor, Invoicing
FIRMS: How do I connect a firm to the company database? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
CONTRACTS: How do I create a new contract type? View answer
Contracts
CONTRACTS: How do I create a custom contract field? View answer
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
Budgets
BUDGETS: Who receives an email notification when a law firm budget changes? View answer
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
BUDGETS: Who receives an email notification for budgets pending approval? View answer
BUDGETS: Who has access to view budgets? View answer
BUDGETS: Who has access to approve budgets? View answer
BUDGETS: What is a law firm budget? View answer
BUDGETS: What is a budget reforecast? View answer
BUDGETS: What happens if I do not approve a budget? View answer
BUDGETS: What does it mean to lock a budget? View answer
BUDGETS: How do I view a budget? View answer
BUDGETS: How do I turn on the budgets module in Tracker for our company? View answer
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
BUDGETS: How do I see the previous budget? View answer
BUDGETS: How do I report on spending to budgets? View answer
BUDGETS: How do I report on multiple versions of a budget? View answer
BUDGETS: How do I report on budgets for a specific time period? View answer
BUDGETS: How do I report on budgets by organizational unit or practice group? View answer
BUDGETS: How do I report on budgets by matter group? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
BUDGETS: How do I report on budget changes? View answer
BUDGETS: How do I modify an existing reforecast? View answer
BUDGETS: How do I lock our budget? View answer
BUDGETS: How do I enable firm budgets? View answer
BUDGETS: How do I edit a budget? View answer
BUDGETS: How do I delete a firm budget? View answer
BUDGETS: How do I delay a budget requirement? View answer
BUDGETS: How do I create a company budget? View answer
BUDGETS: How do I change the law firm budget default options? View answer
BUDGETS: How do I bulk update the budget settings for all matters? View answer
BUDGETS: How do I bulk update a law firm matter budget requirement at the firm level? View answer
BUDGETS: How can an overdue budget be pending our approval? View answer
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
BUDGETS: Can a delegate enter a budget? View answer
BUDGETS: Can a Company Budget trigger invoice audits? View answer
BUDGETS: Are emails sent when a company budget is entered? View answer
BUDGETS: Are emails sent when a company budget is due? View answer
BUDGETS: Are emails sent when a company budget is changed? View answer
BUDGETS: Are budgets required on closed matters? View answer
ACCRUALS: Will the firm be notified that the accrual amount they entered has beed edited? View answer
Accruals
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