This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: What are the Reverse Feed file specifications? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
Invoice Approval
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
INVOICE APPROVAL: What is a billing guideline reviewer? View answer
INVOICE APPROVAL: How do I determine what invoices will be re-set if I update an invoice route? View answer
TIMEKEEPERS: Can you delegate timekeeper rate review? View answer
Timekeeper
TIMEKEEPERS: What is the Timekeeper Rate Lookup File? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: INVOICING: How does a firm enter a discount on a non-LEDES invoice in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor: INVOICING: How to attach a document? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
REPORTS: How do I see my spend vs. budget for the last year? View answer
Reports
REPORTS: Why would I use detailed rows in my report? View answer
REPORTS: How do I clone a report? View answer
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
Accounting Codes
Law Firm/Vendor: STATUS REPORT: What should a firm enter if there is no update to the matter? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
Law Firm/Vendor, OnePass
BUDGETS: How do I bulk update the budget settings for all matters? View answer
Budgets
INVOICES: Why would I post a live invoice? View answer
Invoices
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
Law Firm/Vendor: INVOICING: Can a firm user delete an invoice? View answer
ACCRUALS: What is the law firm input period? View answer
Accruals
FIRMS: How do I give a firm user all matter access? View answer
Firms
Law Firm/Vendor: BUDGETS: How can the firm give someone else access to enter a budget? View answer
Law Firm/Vendor, Budgets
INVOICES: Why would I post a memo entry invoice? View answer
ACCOUNTING CODES: How will the Accounting Code Reviewer know when a matter's accounting codes are pending their re View answer
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
Law Firm/Vendor, Accruals
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
PRACTICE GROUPS: What happens if I deactivate a practice group? View answer
Practice Groups
MATTER MANAGEMENT: How can I see what the firm sees? View answer
Matter Management
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
BUDGETS: How do I change the currency on a Budget? View answer
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
ACCOUNTS PAYABLE: Why can't AP see the Accounting Code Allocations on their file? View answer
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
Law Firm/Vendor: TIMEKEEPERS: Does a new default rate on a timekeeper rate sheet override a matter specific rate? View answer
INVOICE APPROVAL: How do I resolve invoice audits? View answer
BUDGETS: Do budgets impact task code alerts? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
SETUP: How do I get my name to appear at the bottom of the page as the primary contact? View answer
Setup
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
Office Vendor Number
ACCOUNTS PAYABLE: Why are there two different values on the Invoice Summary? View answer
BUDGETS: How do I lock our budget? View answer
USER LOGIN: How do I reset my Legal Tracker password? View answer
User Login
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer
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