This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
DASHBOARDS: What are Dashboards? View answer
Dashboards
DASHBOARDS: How often is the Dashboard updated? View answer
DASHBOARDS: How do I share my Dashboards? View answer
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
ACCOUNTS PAYABLE: How do I update the Summary format? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I update accounting codes in invoices that have already been batched? View answer
ACCOUNTS PAYABLE: How do I set up my AP to run automatically? 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 edit an existing AP route? View answer
ACCOUNTS PAYABLE: How do I deactivate an 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: How do I batch invoices outside of our regular AP schedule? View answer
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? 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 is the difference between matter AP codes and invoice AP codes? View answer
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 "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 an invoice's accounting codes are pending their 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 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 set default accounting code allocations? 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
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
ACCOUNTING CODES: How do I change accounting codes for an invoice that has been finally approved? View answers
ACCOUNTING CODES: How can I ensure that invoices are never sent to Accounts Payable without proper accounting codes? View answers
ACCOUNTING CODES: Can I edit the accounting codes of an individual invoice? View answer
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
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