This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I change who approves an invoice? View answer
Invoice Approval
ACCOUNTING CODES: What happens to active matters when an associated accounting code label is deactivated? View answer
Accounting Codes
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
Law Firm/Vendor, Firm Profile
TIMEKEEPERS: Why is there a new timekeeper audit when when they have billed on a previous invoice? View answer
Timekeeper
USER LOGIN: What is OnePass? View answer
User Login
DASHBOARDS: Can I limit someone's Dashboard data to a particular practice area? View answer
Dashboards
ORGANIZATIONAL UNITS: How do I change an orgnizational unit on an existing matter? View answer
Organizational Units
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
Law Firm/Vendor, Users
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
Budgets
BUDGETS: Can a delegate enter a budget? View answer
SETUP: How do I upload our billing guidelines? View answer
Setup
ACCOUNTS PAYABLE: Why is the total amount in the invoice summary different from the amount in the invoice spreadsheet? View answer
Accounts Payable
MATTER MANAGEMENT: How do I close a matter? View answer
Matter Management
Law Firm/Vendor: INVOICING: How does a firm post a flat fee invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
Accruals
BUDGETS: How do I report on budgets by organizational unit or practice group? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the invoice summary? View answer
Office Vendor Number
ACCRUALS: How do I see what firms are able to post accruals if the matter so requires? View answer
REPORTS: When do I need to use formulas in a report? View answer
Reports
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
Matter Upload
Law Firm/Vendor: INVOICING: Can a law firm user change their office when posting an invoice? View answer
TIMEKEEPERS: What is the Index? View answer
BUDGETS: How do I see the previous budget? View answer
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
Law Firm/Vendor, Budgets
TIMEKEEPERS: Who can see the Timekeeper Rate Lookup File? View answer
ACCRUALS: Is there a way to bulk shut off the notifications for accruals in all matters? View answer
OFFICE VENDOR NUMBER: Who can update office vendor numbers? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor, Timekeeper
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
Invoice Audits
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to pending invoices? View answer
ACCOUNTS PAYABLE: Who can create a new AP route? View answer
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
ORGANIZATIONAL UNITS: How do I export a list of organizational units? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OnePass
INVOICES: How do I post an invoice on behalf of a firm? View answer
Invoices
DASHBOARDS: Does a user's matter access limit their Dashboard access? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
ACCRUALS: How do I change which users have the ability to review accruals based on their matter role? View answer
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
INVOICE APPROVAL: How do I apply a credit? View answer
ACCOUNTS PAYABLE: Does the Tracker Coordinator automatically receive AP batch emails? View answer
REPORTS: Where did my subtotals go when I exported my report to Excel? View answer
MATTER MANAGEMENT: How do I submit a status report? View answer
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