This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCRUALS: Is there a way to bulk shut off the notifications for accruals in all matters? View answer
Accruals
ACCRUALS: How long do firms have to post accruals? View answer
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
ACCRUALS: How is the remaining accrual balance for the current FY calculated? View answer
ACCRUALS: How do I turn on the accruals module in Tracker for our company? View answer
ACCRUALS: How do I turn off accruals for all matters? View answer
ACCRUALS: How do I set it so a firm does not need to enter accruals? View answer
ACCRUALS: How do I see what firms are able to post accruals if the matter so requires? View answer
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
ACCRUALS: How do I generate an accrual at the matter group level? View answer
ACCRUALS: How do I disable accruals for a single matter without disabiling accruals system-wide? View answer
ACCRUALS: How do I determine which users receive unbilled amounts/accrual email notifications? View answer
ACCRUALS: Which Unbilled Total reporting field, Unbilled Total and Unbilled Total, relates to accruals/unbilled amounts in the pre-configured report? View answer
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
ACCRUALS: How do I determine when to run the accruals report? View answer
ACCRUALS: How do I determine what values comprise the unbilled total? View answer
ACCRUALS: How do I determine if there are currently any pending invoices included in accruals? View answer
ACCRUALS: How do I determine if I am generating accruals at the matter level or the matter group level? View answer
ACCRUALS: How do I determine how long firms will receive notifications to enter unbilled amounts after a matter is closed? View answer
ACCRUALS: How do I change which users have the ability to review accruals based on their matter role? View answer
ACCRUALS: How can I enforce firm compliance with my company's accrual settings? View answer
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
ACCOUNTS PAYABLE: Why would I want to have more than one AP route? View answer
Accounts Payable
ACCOUNTS PAYABLE: Why would an approved invoice not be batched? View answer
ACCOUNTS PAYABLE: Why was a reversed invoice not included in the spreadsheet? View answer
ACCOUNTS PAYABLE: Why is the vendor's name on the invoice different from the name in that vendor's Tracker profile View answer
ACCOUNTS PAYABLE: Why is the total amount in the invoice summary different from the amount in the invoice spreadsheet? View answer
ACCOUNTS PAYABLE: Why is the "Billed To" information on my invoice different from that of the matter profile? View answer
ACCOUNTS PAYABLE: Why can't AP see the Accounting Code Allocations on their file? View answer
ACCOUNTS PAYABLE: Who can upload payment data in Tracker? View answer
ACCOUNTS PAYABLE: Who can edit an AP route? View answer
ACCOUNTS PAYABLE: Who can create a new AP route? View answer
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
ACCOUNTS PAYABLE: What is the Summary format? View answer
ACCOUNTS PAYABLE: What is the Spreadsheet format? View answer
ACCOUNTS PAYABLE: What is an AP batch? View answer
ACCOUNTS PAYABLE: What information can I upload into Tracker using Reverse Feed? View answer
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
ACCOUNTS PAYABLE: What if my Accounts Payable departments need different invoice information? View answer
ACCOUNTS PAYABLE: What does it mean to "automatically run" an AP batch? View answer
ACCOUNTS PAYABLE: What does an AP route manager do? View answer
ACCOUNTS PAYABLE: What does "AP" stand for? View answer
ACCOUNTS PAYABLE: How many Tracker users can be an AP route manager? View answer
ACCOUNTS PAYABLE: How many people can receive the AP batch email? View answer
ACCOUNTS PAYABLE: How does my AP Department know what amount to pay when an invoice is in a foreign currency? View answer
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
Reports
REPORTS: Where did my subtotals go when I exported my report to Excel? View answer
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
REPORTS: When do I need to use formulas in a report? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
