This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTS PAYABLE: How many Tracker users can be an AP route manager? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: How can a firm resolve EHUB error message that the client is not set up for billing when entering the invoice number? View answer
Law Firm/Vendor, Invoicing
DASHBOARDS: How do I get access to Dashboards? View answer
Dashboards
ACCOUNTING CODES: How do I enable additional accounting code labels? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: Can a firm post an invoice with multiple currencies? View answer
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
Invoices
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
PRACTICE GROUPS: How do I deactivate a practice group? View answer
Practice Groups
INVOICE APPROVAL: What is a Backup approver? View answer
Invoice Approval
REPORTS: How do I see our spend for the year? View answer
Reports
BUDGETS: What is a company budget? View answer
Budgets
REPORTS: Do I need to be a matter participant to run a report? View answer
INVOICE AUDITS: What triggers an expense code audits? View answer
Invoice Audits
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
Law Firm/Vendor: INVOICING: How does a firm edit an invoice? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to future invoices? View answer
Organizational Units
BUDGETS: Can a Company Budget trigger invoice audits? View answer
DASHBOARDS: How do I configure my dashboard? View answer
REPORTS: Why did my shared report change? View answer
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
Office Vendor Number
ACCOUNTS PAYABLE: Why would I want to have more than one AP route? View answer
ACCOUNTS PAYABLE: What does it mean to "automatically run" an AP batch? View answer
Law Firm/Vendor: ACCRUALS: What should the firm enter if there are no unbilled amounts for the period? View answer
Law Firm/Vendor, Accruals
DASHBOARDS: How often is the Dashboard updated? View answer
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
ORGANIZATIONAL UNITS: How are organizational units organized? View answer
INVOICE APPROVAL: How do I reverse an invoice? View answer
REPORTS: How can I learn more about reporting? View answer
Law Firm/Vendor: INVOICING: How does a firm show a discount on an invoice? View answer
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
USERS: How do I grant a user access to all matters of a certain kind? View answer
Users
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
Law Firm/Vendor, Budgets
INVOICES: Can firms post a memo entry invoice? View answer
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor: INVOICING: Who at the firm gets Dashboard alert for rejected invoice? View answer
TIMEKEEPERS: Why is the new timekeeper audit triggering even though the law firm has submitted a rate sheet for the timekeeper? View answer
Timekeeper
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
Accruals
DASHBOARDS: Can I lock my Dashboard display? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
Matter Participants
BUDGETS: Are emails sent when a company budget is due? View answer
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
ACCRUALS: How do I determine if I am generating accruals at the matter level or the matter group level? View answer
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