This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Where can firms see payment information in Tracker? View answer
Law Firm/Vendor, Invoicing
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
Technical
TECHNICAL: How do I install the Outlook Add-In? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
TECHNICAL: What is SFTP? View answer
Law Firm/Vendor: INVOICING: Who at the firm gets Dashboard alert for rejected invoice? View answer
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor: INVOICING: Why does it say incomplete instead of "post invoice"? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
USERS: How can I re-activate a user? View answer
Users
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Timekeeper
Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? View answer
Law Firm/Vendor, OnePass
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
Law Firm/Vendor: ONEPASS: How does a firm user migrate to OnePass? View answer
DASHBOARDS: How do I remove access to Dashboards for my users? View answer
Dashboards
DASHBOARDS: How do I make "My Dashboard" my homepage when I sign in to Tracker? View answer
DASHBOARDS: How do I limit my Dashboard to only my practice area? View answer
DASHBOARDS: How do I know what Dashboards my colleagues are using? View answer
DASHBOARDS: How do I go back to the original view on my Action items page? View answer
DASHBOARDS: How do I get access to Dashboards? View answer
DASHBOARDS: How do I customize the "My Dashboard"? View answer
DASHBOARDS: How do I configure my dashboard? View answer
DASHBOARDS: Does a user's matter access limit their Dashboard access? View answer
DASHBOARDS: Can I lock my Dashboard display? View answer
DASHBOARDS: Can I limit someone's Dashboard data to a particular practice area? View answer
JOBS: What does JOBS mean? View answer
Jobs
CONTRACTS: How do I submit a contract? View answer
Contracts
CONTRACTS: How do I create a new contract type? View answer
CONTRACTS: How do I create a custom contract field? View answer
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
Budgets
BUDGETS: Who receives an email notification for budgets pending approval? View answer
BUDGETS: Who has access to approve budgets? View answer
BUDGETS: What is a law firm budget? View answer
BUDGETS: What is a departmental budget? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com