This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor, Timekeeper
REPORTS: How do I add tags to my report? View answer
Reports
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
Invoice Approval
ACCRUALS: How do I determine when to run the accruals report? View answer
Accruals
TIMEKEEPERS: Who can see the Timekeeper Rate Lookup File? View answer
Timekeeper
REPORTS: Why did my shared report change? View answer
ACCRUALS: How do I disable accruals for a single matter without disabiling accruals system-wide? View answer
USERS: What does it mean that the user id is unavailable when I try to create a new user? View answer
Users
TIMEKEEPERS: How do I review a timekeeper rate sheet? View answer
Law Firm/Vendor: USERS: What happens if a firm deactivates a user who is on a matter? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
Law Firm/Vendor, Invoicing
INVOICES: What is the difference between live and memo invoicing? View answer
Invoices
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor, Budgets
ACCRUALS: How do I change which users have the ability to review accruals based on their matter role? View answer
DASHBOARDS: How do I customize the "My Dashboard"? View answer
Dashboards
TIMEKEEPERS: If I approve a timekeeper audit for all matters, will this supplant the rate on the rate sheet? View answer
ACCRUALS: How do I modify the accrual calendar? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
INVOICE APPROVAL: What happens to the invoices that are still pending if I deactivate an Invoice Approval Route? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
Law Firm/Vendor: ACCRUALS: Will invoices be posted during the accruals window? View answer
Law Firm/Vendor, Accruals
USERS: How do I limit a users access to matters? View answer
MATTER MANAGEMENT: How do I edit the matter options? View answer
Matter Management
Law Firm/Vendor: BUDGETS: Why is the Law Firm being told they have to enter a budget every month? View answer
TIMEKEEPERS: How do I see more than one prior timekeeper rate on the Timekeeper Rate Report? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
Organizational Units
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
MATTER MANAGEMENT: How do I update closed matters? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
USERS: How do I add a user if i get the error message "email address already in use"? View answer
REPORTS: Do I need to be a matter participant to run a report? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
Law Firm/Vendor, OnePass
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
Law Firm/Vendor: INVOICING: How can a firm re-post an invoice that is more than 180 days old? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
ACCOUNTING CODES: How do I ensure that invoices are always routed to the Accounting Code Reviewer for review? View answer
Accounting Codes
ACCRUALS: What is the law firm input period? View answer
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor, Status Report
Law Firm/Vendor: INVOICING: How does a firm show a discount on an invoice? View answer
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
BUDGETS: Can a delegate enter a budget? View answer
Budgets
TIMEKEEPERS: What is a missing timekeeper? View answer
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
INVOICE AUDITS: What triggers an expense code audits? View answer
Invoice Audits
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