This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
SUBSTANTIVE LAW: Is there a limit on the number of substantive law categories I can create? View answer
Substantive Law
SUBSTANTIVE LAW: Why can I not deactivate a substantive law classification? View answer
TEMPLATES: How do I change how budget audits are calculated? View answer
Templates
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
Budgets
TEMPLATES: How do I make a field optional? View answer
TEMPLATES: How do I make a field required? View answer
TEMPLATES: What happens if I remove a field from a matter type template? View answer
BUDGETS: Who receives an email notification for budgets pending approval? View answer
TIMEKEEPERS: How do I confirm is the timekeeper rate is matter specific or a default rate? View answer
Timekeeper
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
BUDGETS: What is a law firm budget? View answer
BUDGETS: What does it mean to lock a budget? View answer
BUDGETS: How do I turn on the budgets module in Tracker for our company? View answer
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
BUDGETS: How do I see the previous budget? View answer
BUDGETS: How do I report on spending to budgets? View answer
TIMEKEEPERS: Why is there a new timekeeper audit when when they have billed on a previous invoice? View answer
BUDGETS: How do I report on multiple versions of a budget? View answer
BUDGETS: How do I report on budgets for a specific time period? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
BUDGETS: How do I modify an existing reforecast? View answer
USERS: Can users share passwords? View answer
Users
BUDGETS: How do I lock our budget? View answer
BUDGETS: How do I enable firm budgets? View answer
USERS: How do I give reporting only access to a user? View answer
USERS: How do I see the delegates for another User? View answer
BUDGETS: Do budgets impact task code alerts? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
What browsers are currently supported by Tracker? View answer
I keep timing out of Tracker, why is this? View answer
BUDGETS: Can I lock our budget? View answer
What is the Outlook Add-In? View answer
BUDGETS: Can a delegate enter a budget? View answer
How do I change the inactivity timeout value? View answer
Law Firm/Vendor: DASHBOARD: What does JOBS mean? View answer
Law Firm/Vendor, Dashboards
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
Law Firm/Vendor: INVOICING: How can a firm post a LEDES invoice that has been rejected in error, if their books have been closed for the year? View answer
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
BUDGETS: Are emails sent when a company budget is entered? View answer
Law Firm/Vendor: ACCRUALS: Can a firm edit their accruals information? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
BUDGETS: Are emails sent when a company budget is due? View answer
Law Firm/Vendor: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer
Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer
INVOICE AUDITS: What triggers an expense code audits? View answer
Invoice Audits
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
Invoice Approval
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
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