This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
SETUP: How do I upload our billing guidelines? View answer
Setup
INVOICE APPROVAL: How do I undo my invoice approval? View answer
Invoice Approval
USERS: Can I deactivate a firm user? View answer
Users
Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer
Law Firm/Vendor, Firm Profile
MATTER UPLOAD: How many matters can I create at a time? View answer
Matter Upload
FIRMS: What if I don't see my firm in Tracker? View answer
Firms
ACCRUALS: How do I set it so a firm does not need to enter accruals? View answer
Accruals
ACCRUALS: How is the remaining accrual balance for the current FY calculated? View answer
ACCRUALS: How can I turn off accrual notifications after a matter is closed? View answer
INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer
Law Firm/Vendor: INVOICING: Can a law firm user change their office when posting an invoice? View answer
Law Firm/Vendor, Invoicing
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the invoice summary? View answer
Office Vendor Number
INVOICE AUDITS: How can I restrict a firm from posting invoices from last year? View answer
Invoice Audits
Law Firm/Vendor: INVOICING: Can a firm still post an invoice if they are no longer on the matter? View answer
Law Firm/Vendor: EMAILS: What should the firm do if they did not receive their new user email? View answer
Law Firm/Vendor, Emails
Law Firm/Vendor: CLIENT: Where does a firm export a list of all their Clients? View answer
Law Firm/Vendor, Client
ACCOUNTING CODES: How do I identify which of my matters require accounting code review? View answer
Accounting Codes
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
Law Firm/Vendor, Timekeeper
MATTER MANAGEMENT: How do I disable the status report requirement at the matter level? View answer
Matter Management
TIMEKEEPERS: How do I confirm is the timekeeper rate is matter specific or a default rate? View answer
Timekeeper
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
REPORTS: When do I need to use formulas in a report? View answer
Reports
INVOICE APPROVAL: How do I reverse an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: Where can firms see payment information in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
REPORTS: What happens to the report currency if I share a report with another user? View answer
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
Law Firm/Vendor: ACCRUALS: If the firm hasn't entered their accruals/unbilled amounts, can they still upload their invoices? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: Why does the red exclaimation point appear even after a law firm has entered accruals? View answer
REPORTS: How do I remove blank values from my report? View answer
Law Firm/Vendor: INVOICING: How to post an invoice in a LEDES format using the LEDES Generator? View answer
Law Firm/Vendor: BUDGETS: Can a firm email Support to upload their budget information? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor: INVOICING: How does a firm post a flat fee invoice? View answer
ACCOUNTS PAYABLE: How many people can receive the AP batch email? View answer
BUDGETS: What is a departmental budget? View answer
Budgets
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
ACCOUNTING CODES: How do I create matter accounting code allocations? View answers
Law Firm/Vendor: INVOICING: How does a firm show a credit on an invoice? View answer
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
Matter Participants
ACCOUNTS PAYABLE: Why is the "Billed To" information on my invoice different from that of the matter profile? View answer
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
Invoices
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
USER LOGIN: How do I find my OnePass username? View answer
User Login
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
