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 convert an invoice to a LEDES file? View answer
Law Firm/Vendor, Invoicing
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
Invoice Audits
Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer
OFFICE VENDOR NUMBER: Who can update office vendor numbers? View answer
Office Vendor Number
BUDGETS: How do I report on budgets by matter group? View answer
Budgets
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
Law Firm/Vendor, Budgets
PRACTICE GROUPS: How do I edit a practice group? View answer
Practice Groups
MATTER MANAGEMENT: How do I submit a status report? View answer
Matter Management
REPORTS: How do I see a list of stuck invoices? View answer
Reports
ACCRUALS: How do I turn off accruals for all matters? View answer
Accruals
ACCRUALS: How do I determine what values comprise the unbilled total? View answer
BUDGETS: How do I lock our budget? View answer
Law Firm/Vendor: INVOICING: Where can I see if my LEDES Speedpost was successful? View answer
PRACTICE GROUPS: How do I deactivate a practice group? View answer
TIMEKEEPERS: Why is there a new timekeeper audit when when they have billed on a previous invoice? View answer
Timekeeper
MISC: How do I get my Tracker invoices posted to Tracker? View answer
Misc
USERS: How do I grant a user access to all matters? View answer
Users
ACCRUALS: How do I determine which users receive unbilled amounts/accrual email notifications? View answer
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
INVOICES: How do I post an invoice on behalf of a third party? View answer
Invoices
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I update the Spreadsheet format? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm change their firm administrator? View answer
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
Matter Participants
ACCOUNTING CODES: How do I change accounting codes for an invoice that has been finally approved? View answers
Accounting Codes
SUBSTANTIVE LAW: Why can I not deactivate a substantive law classification? View answer
Substantive Law
DATE-EVENT TYPES: How do I create a new date or event type? View answer
Date-Event Types
INVOICE APPROVAL: How do I apply a credit? View answer
Invoice Approval
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
DASHBOARDS: How do I get access to Dashboards? View answer
Dashboards
ACCOUNTS PAYABLE: How do I set up my AP to run automatically? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor, Timekeeper
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
Law Firm/Vendor, Users
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
TIMEKEEPERS: Can you delegate timekeeper rate review? View answer
ACCOUNTS PAYABLE: Why would I want to have more than one AP route? View answer
ACCOUNTS PAYABLE: What if my Accounts Payable departments need different invoice information? View answer
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor, Accruals
USER LOGIN: What is OnePass? View answer
User Login
Law Firm/Vendor: INVOICING: How does a firm edit an invoice? View answer
JOBS: What does JOBS mean? View answer
Jobs
REPORTS: How do I share reports? View answer
ACCRUALS: How do I post accruals? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
ACCOUNTS PAYABLE: Does the Tracker Coordinator automatically receive AP batch emails? View answer
ACCOUNTS PAYABLE: What does "AP" stand for? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
Templates
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