This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
Invoice Approval
INVOICE APPROVAL: Can I deactivate a user who is on an active invoice approval route? View answer
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
INVOICE APPROVAL: Can an invoice approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
FIRMS: What if I don't see my firm in Tracker? View answer
Firms
FIRMS: What do I do if I have attached the wrong firm profile? View answer
FIRMS: How can I deactivate an office I created an error? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
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
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
DASHBOARDS: What are Dashboards? View answer
DASHBOARDS: How do I share my Dashboards? View answer
DASHBOARDS: How do I save a report from my Dashboards? 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 remove an invoice from an AP batch? View answer
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? 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 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: Can an AP route manager's responsibilities be delegated? View answer
ACCOUNTS PAYABLE: Are firms notified when I upload my payment information? View answer
ACCOUNTING CODES: What is the difference between matter AP codes and invoice AP codes? 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 are accounting codes? 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: How will the Accounting Code Reviewer know when an invoice's accounting codes are pending their View answer
ACCOUNTING CODES: How many different accounting code allocations can I create? View answer
ACCOUNTING CODES: How many accounting code labels can I use in Tracker? View answer
ACCOUNTING CODES: How do I update matter accounting code allocations? View answer
ACCOUNTING CODES: How do I identify which of my matters require accounting code review? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com