This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: Who receives an email notification for budgets pending approval? View answer
Budgets
BUDGETS: Who has access to approve budgets? View answer
BUDGETS: What is a law firm budget? View answer
BUDGETS: What is a budget reforecast? View answer
BUDGETS: What happens if I do not approve a budget? View answer
BUDGETS: How do I turn on the budgets module in Tracker for our company? View answer
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
BUDGETS: How do I see the previous budget? View answer
BUDGETS: How do I report on spending to budgets? View answer
BUDGETS: How do I report on multiple versions of a budget? View answer
BUDGETS: How do I report on budgets for a specific time period? View answer
BUDGETS: How do I report on budgets by organizational unit or practice group? View answer
BUDGETS: How do I report on budgets by matter group? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
BUDGETS: How do I report on budget changes? View answer
BUDGETS: How do I modify an existing reforecast? View answer
BUDGETS: How do I lock our budget? View answer
BUDGETS: How do I delete a firm budget? View answer
BUDGETS: How do I delay a budget requirement? View answer
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: Can I lock our budget? View answer
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
Invoice Audits
INVOICE AUDITS: What triggers an expense code audits? View answer
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
Invoice Approval
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
INVOICE APPROVAL: What is an accounting code reviewer? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
INVOICE APPROVAL: What is a Backup approver? View answer
INVOICE APPROVAL: What is a backup Accounting code reviewer? View answer
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
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 see a list of all pending invoices? View answer
INVOICE APPROVAL: How do I resolve invoice audits? 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 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
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