This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Can a firm re-use the same invoice number when reposting a rejected invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
ONEPASS: What do I do if I am not getting my security code? View answer
OnePass
MATTER UPLOAD: Does it send email notices when I use matter upload? View answer
Matter Upload
SUBSTANTIVE LAW: How do I deactivate a substantive law category? View answer
Substantive Law
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
How do I change the inactivity timeout value? View answer
ACCOUNTS PAYABLE: What does "AP" stand for? View answer
Accounts Payable
TEMPLATES: How do I change how budget audits are calculated? View answer
Templates
TIMEKEEPERS: Can I change the currency for a timekeeper on the timekeeper rate sheet? View answer
Timekeeper
ACCOUNTS PAYABLE: Who can upload payment data in Tracker? View answer
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
Matter Management
PRACTICE GROUPS: How do I export a list of my practice groups? View answer
Practice Groups
ACCOUNTING CODES: Can accounting code review be delegated? View answer
Accounting Codes
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
Law Firm/Vendor, Firm Profile
TEMPLATES: How do I change matter template fields? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
SUBSTANTIVE LAW: Why can I not deactivate a substantive law classification? View answer
MATTER MANAGEMENT: How do I delete a duplicate matter? View answer
REPORTS: Can I add multiple filters to my report? View answer
Reports
PRACTICE GROUPS: How do I change the name of a practice group? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
REPORTS: How do I use reports to determine who has access to a matter? View answer
INVOICE APPROVAL: How do I reject an invoice? View answer
Invoice Approval
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
Firms
REPORTS: How do I compare report results for different periods? View answer
BUDGETS: How do I report on budgets by matter group? View answer
Budgets
BUDGETS: How do I report on budget changes? View answer
ACCRUALS: Which Unbilled Total reporting field, Unbilled Total and Unbilled Total, relates to accruals/unbilled amounts in the pre-configured report? View answer
Accruals
REPORTS: How do I add a report to my Dashboard? View answer
Law Firm/Vendor: CLIENT: Where can firms see a list of invoicing requirements? View answer
Law Firm/Vendor, Client
INVOICE APPROVAL: What is an accounting code reviewer? View answer
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
ACCOUNTING CODES: What is the difference between matter AP codes and invoice AP codes? View answer
USERS: How do I add a company user? View answer
Users
MISC: How do I add a Billed to Entity? View answer
Misc
USERS: Why am I unable to deactivate a user? View answer
FIRMS: How do I change the name of a firm? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
Matter Participants
Law Firm/Vendor: ACCRUALS: If the firm hasn't entered their accruals/unbilled amounts, can they still upload their invoices? View answer
Law Firm/Vendor, Accruals
ACCOUNTS PAYABLE: How do I set up my AP to run automatically? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
REPORTS: How can I see year to date (YTD) spend for a firm? View answer
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
INVOICE APPROVAL: What is a backup Accounting code reviewer? View answer
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