This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: Why is my report different than my Dashboard? View answer
Reports
REPORTS: Can I add multiple filters to my report? View answer
TIMEKEEPERS: How to I remove duplicate timekeepers? View answer
Timekeeper
ORGANIZATIONAL UNITS: What happens to existing matters if I re-organize an organizational unit? View answer
Organizational Units
USERS: How do I change a user's system role? View answer
Users
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
Matter Participants
INVOICE APPROVAL: What is a billing guideline reviewer? View answer
Invoice Approval
Law Firm/Vendor: TRAINING: What does a new law firm user do if they want additional training on Tracker? View answer
Law Firm/Vendor, Training
REPORTS: Where did my subtotals go when I exported my report to Excel? View answer
ACCOUNTING CODES: How will the Accounting Code Reviewer know when a matter's accounting codes are pending their re View answer
Accounting Codes
ACCRUALS: How do I see what firms are able to post accruals if the matter so requires? View answer
Accruals
INVOICE APPROVAL: How do I reject an invoice? View answer
Law Firm/Vendor: CLIENT: Where can firms see a list of invoicing requirements? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
SUBSTATNIVE LAW: What happens to existing matters if I deactive a substantive law category? View answer
Substantive Law
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
ACCRUALS: How do I determine if I am generating accruals at the matter level or the matter group level? View answer
ACCOUNTING CODES: What are "Default Accounting Code Allocations"? View answer
ACCRUALS: How do I determine how long firms will receive notifications to enter unbilled amounts after a matter is closed? View answer
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
Matter Upload
INVOICES: How do I post an invoice on behalf of a firm? View answer
Invoices
MATTER MANAGEMENT: How do I add a user to a matter? View answer
Matter Management
MATTER CREATION: How do I create a new matter? View answer
Matter Creation
MATTER MANAGEMENT: How do I post a note? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor, Accruals
REPORTS: How do I clone a report? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
PRACTICE GROUPS: What happens if I deactivate a practice group? View answer
Practice Groups
INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
BUDGETS: Who has access to view budgets? View answer
Budgets
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor, Firm Profile
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
Accounts Payable
TIMEKEEPERS: What is the Index? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
DASHBOARDS: How do I know what Dashboards my colleagues are using? View answer
Dashboards
USERS: How do I grant a user access to all matters of a certain kind? View answer
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OnePass
ONEPASS: Why do I not see an option to reset a company user's password? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
ACCRUALS: How do I determine if there are currently any pending invoices included in accruals? View answer
BUDGETS: What is a budget reforecast? View answer
INVOICES: Why would I post a memo entry invoice? View answer
BUDGETS: How do I see the previous budget? View answer
Law Firm/Vendor: ACCRUALS: What should the firm enter if there are no unbilled amounts for the period? View answer
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