This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER MANAGEMENT: How do I require status reports? View answer
Matter Management
TIMEKEEPERS: Is it possible to have more than one currency for a timekeeper? View answer
Timekeeper
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
Accounts Payable
ACCOUNTING CODES: How do I deactivate a type of accounting code? View answer
Accounting Codes
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
Invoice Approval
ORGANIZATIONAL UNITS: How do I re-name an organizational unit? View answer
Organizational Units
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
Law Firm/Vendor: ACCRUALS: Will a firm receive email notifications to submit accruals after a matter is closed? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: Can a firm upload multiple receipts with their invoice? View answer
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
MISC: How do I add a company specific field help? View answer
Misc
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
Reports
ACCOUNTS PAYABLE: What information can I upload into Tracker using Reverse Feed? View answer
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: INVOICING: Using the LEDES Generator, is there a way for a firm user to save what has been entered and come back to it later? View answer
BUDGETS: How do I report on multiple versions of a budget? View answer
Budgets
ACCOUNTING CODES: How do I replace a particular code that we no longer use across all invoices? View answer
Law Firm/Vendor: INVOICING: Where can a firm see our rejection comments? View answer
Law Firm/Vendor: INVOICING: Do firms receive an email notification or an alert when payment has posted? View answer
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
BUDGETS: How do I delete a firm budget? View answer
Law Firm/Vendor: INVOICING: Can firms tell if their clients require LEDES invoices? View answer
BUDGETS: Do budgets impact task code alerts? View answer
ACCOUNTS PAYABLE: How do I batch invoices outside of our regular AP schedule? View answer
INVOICE APPROVAL: How do I determine what invoices will be re-set if I update an invoice route? View answer
ACCOUNTING CODES: How do I set default accounting code allocations? View answer
Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer
Law Firm/Vendor, Budgets
MATTER UPLOAD: Does it send email notices when I use matter upload? View answer
Matter Upload
ACCRUALS: Is there a way to bulk shut off the notifications for accruals in all matters? View answer
Accruals
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
ACCOUNTS PAYABLE: How do I change an AP route on an invoice? View answer
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
Invoice Audits
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
USERS: How do I see the delegates for another User? View answer
Users
DASHBOARDS: Can I limit someone's Dashboard data to a particular practice area? View answer
Dashboards
ACCOUNTS PAYABLE: Why was a reversed invoice not included in the spreadsheet? View answer
ACCOUNTING CODES: Is there a limit on the number of allocation rows designated in an accounting code allocation? View answer
SETUP: How many days can a firm post their invoice after a matter is closed? View answer
Setup
Law Firm/Vendor: INVOICING: If a firm/vendor is reposting the difference of a reduced invoice, can they use the original invoice number? View answer
ACCRUALS: Who at a firm receives accrual emails? View answer
Law Firm/Vendor: INVOICING: Who at the firm gets Dashboard alert for rejected invoice? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
MATTER MANAGEMENT: How do I clone a matter? View answer
CONTRACTS: How do I create a new contract type? View answer
Contracts
ACCOUNTS PAYABLE: What does it mean to "automatically run" an AP batch? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
Matter Participants
DASHBOARDS: How do I save a report from my Dashboards? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
Law Firm/Vendor: ACCRUALS: How can a firm check to see if their accruals saved? View answer
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