This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
Invoice Approval, Users
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
ALTERNATIVE FEE ARRANGEMENTS: Will an existing budget impact the Capped Fee schedule on a Matter? View answer
Alternative Fee Arrangements
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? View answer
DASHBOARDS: How do I make "My Dashboard" my homepage when I sign in to Tracker? View answer
Dashboards
DASHBOARDS: How do I know what Dashboards my colleagues are using? View answer
DASHBOARDS: How do Dashboards differ from reports? 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 report on the Contract fields? View answer
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 change the Tracker Coordinator? View answer
Company Profile
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 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 company 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 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 delay a budget requirement? 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
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
