This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: How do I change the law firm budget default options? View answer
Budgets
BUDGETS: How do I change the currency on a Budget? 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: Do budgets impact task code alerts? View answer
BUDGETS: Can I lock our budget? View answer
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
BUDGETS: Can a delegate enter a budget? View answer
BUDGETS: Are emails sent when a company budget is entered? View answer
BUDGETS: Are emails sent when a company budget is changed? View answer
BUDGETS: Are budgets required on closed matters? View answer
ACCRUALS: Will the firm be notified that the accrual amount they entered has beed edited? View answer
Accruals
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
ACCRUALS: Why are accruals not appearing on a matter? View answer
ACCRUALS: What is the law firm input period? View answer
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
Invoice Approval
INVOICE APPROVAL: If a billing guideline reviewer is also an invoice approver will they need to approve the invoice twice? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
INVOICE APPROVAL: How do I resolve invoice audits? View answer
INVOICE APPROVAL: How do I make a comment to the law firm when approving the invoice? View answer
INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
INVOICE APPROVAL: How do I determine what invoices will be re-set if I update an invoice route? View answer
INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
INVOICE APPROVAL: How do I apply a credit? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? 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 approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
FIRMS: What do I do if I have attached the wrong firm profile? View answer
Firms
FIRMS: How do I change the name of a firm? View answer
FIRMS: How can I deactivate an office I created an error? View answer
DOCUMENTS: What happens if I de-activate a folder? View answer
Documents
DOCUMENTS: How do I create a new document folder? View answer
DATE-EVENT TYPES: Why am I unable to add a document to this Date/Event? View answer
Date-Event Types
DATE-EVENT TYPES: How do I create a new date or event type? View answer
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: How often is the Dashboard updated? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
