This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
DASHBOARDS: How do I share my Dashboards? View answer
Dashboards
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 get access to Dashboards? View answer
DASHBOARDS: How do I customize the "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
ACCOUNTS PAYABLE: How do I update the Summary format? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I update the Spreadsheet format? View answer
ACCOUNTS PAYABLE: How do I update accounting codes in invoices that have already been batched? View answer
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
ACCOUNTS PAYABLE: How do I see any changes made to my AP route? View answer
ACCOUNTS PAYABLE: How do I rename an AP route? View answers
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
ACCOUNTS PAYABLE: How do I know what invoices are going to be included in the next AP batch? View answer
ACCOUNTS PAYABLE: How do I edit an existing AP route? View answer
ACCOUNTS PAYABLE: How do I deactivate an AP route? View answers
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
ACCOUNTS PAYABLE: How do I correct an invoice I approved by mistake? View answer
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
ACCOUNTS PAYABLE: How do I change the schedule of my AP batch? View answer
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
ACCOUNTS PAYABLE: How do I change an AP route on an invoice? View answer
ACCOUNTS PAYABLE: Does the Tracker Coordinator automatically receive AP batch emails? View answer
ACCOUNTS PAYABLE: Can I have multiple AP routes? View answer
ACCOUNTS PAYABLE: Are firms notified when I upload my payment information? View answer
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
ACCOUNTING CODES: What happens to pending invoices when an associated accounting code label is deactivated? View answer
ACCOUNTING CODES: What happens to active matters when an associated accounting code label is deactivated? View answer
ACCOUNTING CODES: What happens if accounting codes are required but not provided? View answer
ACCOUNTING CODES: What are "Pre-Configured Accounting Code Allocations"? View answer
ACCOUNTING CODES: What are "Default Accounting Code Allocations"? View answer
ACCOUNTING CODES: Is there a limit on the number of allocation rows designated in an accounting code allocation? View answer
ACCOUNTING CODES: If there is no Accounting Code Reviewer, who reviews the accounting codes? View answer
ACCOUNTING CODES: How will the Accounting Code Reviewer know when a matter's accounting codes are pending their re View answer
ACCOUNTING CODES: How many accounting code labels can I use in Tracker? View answer
ACCOUNTING CODES: How do I replace a particular code that we no longer use across all invoices? View answer
ACCOUNTING CODES: How do I identify which of my matters require accounting code review? View answer
ACCOUNTING CODES: How do I ensure that invoices are always routed to the Accounting Code Reviewer for review? View answer
ACCOUNTING CODES: How do I enable additional accounting code labels? View answer
ACCOUNTING CODES: How do I edit accounting code labels? View answer
ACCOUNTING CODES: How do I deactivate a type of accounting code? View answer
ACCOUNTING CODES: How do I create matter accounting code allocations? View answers
ACCOUNTING CODES: How do I create accounting code labels? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
