This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
Invoice Approval
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer
INVOICE APPROVAL: Can I deactivate a user who is on an active invoice approval route? View answer
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
INVOICE APPROVAL: Can an invoice approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
Invoices
FIRMS: How do I give a firm user all matter access? View answer
Firms
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
FIRMS: How can I deactivate an office I created an error? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
DOCUMENTS: What happens if I de-activate a folder? View answer
Documents
DOCUMENTS: How do I report on the different Document fields? View answer
DOCUMENTS: How do I create a new document folder? View answer
DATE-EVENT TYPES: How do I create a new date or event type? View answer
Date-Event Types
DASHBOARDS: Why do I no longer see my Dashboard? View answer
Dashboards
DASHBOARDS: Why do I have different results when I click on the details link from the Dashboard? View answer
DASHBOARDS: Who has access to Dashboards? View answer
DASHBOARDS: What are Dashboards? View answer
DASHBOARDS: How often is the Dashboard updated? View answer
DASHBOARDS: How do I share my Dashboards? View answer
DASHBOARDS: How do I save a report from my Dashboards? View answer
DASHBOARDS: How do I remove access to Dashboards for my users? View answer
DASHBOARDS: How do I make "My Dashboard" my homepage when I sign in to Tracker? 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
ACCOUNTS PAYABLE: How do I update accounting codes in invoices that have already been batched? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I set up my AP to run automatically? View answer
ACCOUNTS PAYABLE: How do I see any changes made to my AP route? View answer
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
ACCOUNTS PAYABLE: How do I rename an AP route? View answers
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
ACCOUNTS PAYABLE: How do I know what invoices are going to be included in the next AP batch? View answer
ACCOUNTS PAYABLE: How do I edit an existing AP route? View answer
ACCOUNTS PAYABLE: How do I deactivate an AP route? View answers
ACCOUNTS PAYABLE: How do I correct an invoice I approved by mistake? View answer
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
ACCOUNTS PAYABLE: How do I change the schedule of my AP batch? View answer
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
ACCOUNTS PAYABLE: How do I change an AP route on an invoice? View answer
ACCOUNTS PAYABLE: How do I batch invoices outside of our regular AP schedule? View answer
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
ACCOUNTS PAYABLE: Does the Tracker Coordinator automatically receive AP batch emails? View answer
ACCOUNTS PAYABLE: Can I have multiple AP routes? View answer
ACCOUNTS PAYABLE: Are firms notified when I upload my payment information? View answer
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
ACCOUNTING CODES: What is the difference between matter AP codes and invoice AP codes? View answer
ACCOUNTING CODES: What happens to pending invoices when an associated accounting code label is deactivated? View answer
ACCOUNTING CODES: What happens to active matters when an associated accounting code label is deactivated? View answer
ACCOUNTING CODES: What happens if accounting codes are required but not provided? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
