This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
Accruals
ACCRUALS: Why are accruals not appearing on a matter? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
Invoice Approval
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? 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 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 a threshold on an existing route? View answer
INVOICE APPROVAL: How do I approve 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: 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 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 approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
FIRMS: What if I don't see my firm in Tracker? View answer
Firms
FIRMS: What do I do if I have attached the wrong firm profile? View answer
FIRMS: How do I give a firm user all matter access? View answer
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
EMAILS: What do I do if my user is not receiving the new user emails? 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
DATE-EVENT TYPES: Why am I unable to add a document to this Date/Event? 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 limit my Dashboard to only my practice area? 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
DASHBOARDS: How do I get access to Dashboards? View answer
DASHBOARDS: How do I customize the "My Dashboard"? View answer
DASHBOARDS: How do I configure my dashboard? 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
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
