This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: How to I remove duplicate timekeepers? View answer
Timekeeper
MATTER UPLOAD: Can I bulk update a custom field through matter upload? View answer
Matter Upload
PRACTICE GROUPS: How do I edit a practice group? View answer
Practice Groups
DASHBOARDS: How do I save a report from my Dashboards? View answer
Dashboards
ACCRUALS: How do I modify the accrual calendar? View answer
Accruals
BUDGETS: How do I report on budgets for a specific time period? View answer
Budgets
USERS: How do I give reporting only access to a user? View answer
Users
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
Invoice Audits
Law Firm/Vendor: INVOICING: Do firms receive an email notification or an alert when payment has posted? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
REPORTS: Why can I not share a report with a law firm user? View answer
Reports
ACCOUNTING CODES: Is there a limit on the number of allocation rows designated in an accounting code allocation? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: How can a firm convert an invoice to a LEDES file? 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
ACCRUALS: How do I determine if there are currently any pending invoices included in accruals? View answer
USERS: How do I limit a users access to matters? View answer
Law Firm/Vendor: INVOICING: Where can I see if my LEDES Speedpost was successful? View answer
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
Accounts Payable
TIMEKEEPERS: How do I see more than one prior timekeeper rate on the Timekeeper Rate Report? View answer
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
Matter Management
DOCUMENTS: How do I report on the different Document fields? View answer
Documents
ORGANIZATIONAL UNITS: What happens to existing matters if I re-organize an organizational unit? View answer
Organizational Units
INVOICES: How do I post an invoice on behalf of a third party? View answer
Invoices
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
Law Firm/Vendor, Client
ACCRUALS: How do I post accruals? View answer
Law Firm/Vendor: INVOICING: Can a firm upload multiple receipts with their invoice? View answer
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
Invoice Approval
ACCOUNTS PAYABLE: How do I update the Spreadsheet format? View answer
Law Firm/Vendor: INVOICING: Can a firm post invoices after a matter is closed? View answer
MATTER UPLOAD: How many matters can I create at a time? View answer
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
DASHBOARDS: How do Dashboards differ from reports? View answer
REPORTS: How do I add tags to my report? View answer
TIMEKEEPERS: If I approve a timekeeper audit for all matters, will this supplant the rate on the rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
USERS: How do I see the delegates for another User? View answer
Law Firm/Vendor: CLIENT: Where can firm users see our contact information? View answer
BUDGETS: Why is there a budget pending review when budgets are not required? 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: What does it mean to reverse an invoice? View answer
USERS: How do I grant a user access to all matters? View answer
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
MATTER PARTICIPANTS: How to I remove a matter participant? View answer
Matter Participants
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor, Budgets
ACCOUNTS PAYABLE: How do I batch invoices outside of our regular AP schedule? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
