This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: How do I know what currency an invoice is on my report? View answer
Reports
REPORTS: How do I add a report to my Dashboard? View answer
REPORTS: How do I compare report results for different periods? View answer
REPORTS: How do I clone a report? View answer
REPORTS: How do I change the currency in my report? View answer
REPORTS: How do I change how my report is sorted? View answer
REPORTS: How do I add tags to my report? View answer
REPORTS: How do I add detailed rows to my report? View answer
REPORTS: How do I add columns to my report? View answer
REPORTS: How do I add a graph to my report? View answer
REPORTS: How do I add a filter to my report? View answer
REPORTS: How can I see year to date (YTD) spend for a firm? View answer
REPORTS: How can I see a list of matters without recent activity? View answer
REPORTS: Do I need to be a matter participant to run a report? View answer
Law Firm/Vendor: BUDGETS: How do I know who entered the budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? 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: How does a firm know when the next accrual period takes place? View answer
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
Law Firm/Vendor: ACCRUALS: How can a firm check to see if their accruals saved? 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: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? 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: Do firms receive an email notification or an alert when payment has posted? View answer
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor: DASHBOARD: What does JOBS mean? View answer
Law Firm/Vendor, Dashboards
How do I change the inactivity timeout value? View answer
Is FileZone required to use the Outlook Add-In? View answer
What is the Outlook Add-In? View answer
What is a Web Service? View answer
I keep timing out of Tracker, why is this? View answer
What is the maximum size document I can upload to Tracker? View answer
What browsers are currently supported by Tracker? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
Users
USERS: What does it mean that the user id is unavailable when I try to create a new user? View answer
USERS: How do I set myself as the Tracker Coordinator? View answer
USERS: How do I see the delegates for another User? View answer
USERS: How do I grant a user special matter access? View answer
USERS: How do I grant a user access to all matters of a certain kind? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com