This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
Budgets
BUDGETS: Can a delegate enter a budget? View answer
BUDGETS: Can a Company Budget trigger invoice audits? 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: Who at a firm receives accrual emails? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
Invoice Approval
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 the invoices that are still pending if I deactivate an Invoice Approval Route? View answer
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? 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 all of my pending invoices? 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 matter? View answer
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 who approves an invoice? View answer
INVOICE APPROVAL: How do I approve an invoice? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? 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 be rejected after it has been reversed? View answer
FIRMS: What do I do if I have attached the wrong firm profile? View answer
Firms
FIRMS: How do I give a firm user all matter access? View answer
FIRMS: How do I change the name of a firm? View answer
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
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
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
