This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: How do I report on budgets by matter group? View answer
Budgets
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 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 lock our budget? 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 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
ACCRUALS: Why are accruals not appearing on a matter? View answer
ACCRUALS: Who at a firm receives accrual emails? View answer
ACCRUALS: What is the law firm input period? View answer
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
Invoice Approval
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
INVOICE APPROVAL: If a billing guideline reviewer is also an invoice approver will they need to approve the invoice twice? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
INVOICE APPROVAL: How do I resolve invoice audits? View answer
INVOICE APPROVAL: How do I reject an invoice? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer
INVOICE APPROVAL: How do I make a comment to the law firm when approving the invoice? View answer
INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
INVOICE APPROVAL: How do I determine what invoices will be re-set if I update an invoice route? View answer
INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer
INVOICE APPROVAL: How do I change who approves an invoice? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
INVOICE APPROVAL: How do I approve an invoice? View answer
INVOICE APPROVAL: How do I adjust an invoice? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
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