This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor, Firm Profile
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
Accounts Payable
REPORTS: How do I report on dates and events in Tracker? View answer
Reports
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
ACCOUNTS PAYABLE: Are firms notified when I upload my payment information? View answer
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
Accruals
REPORTS: Can anyone else see my reports list? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor, OnePass
ACCOUNTS PAYABLE: How do I edit an existing AP route? View answer
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
BUDGETS: How do I report on budgets for a specific time period? View answer
Budgets
BUDGETS: What does it mean to lock a budget? View answer
ACCOUNTS PAYABLE: What does an AP route manager do? View answer
REPORTS: How do I remove columns from my report? View answer
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
Invoice Approval
ORGANIZATIONAL UNITS: How do I change an orgnizational unit on an existing matter? View answer
Organizational Units
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
PRACTICE GROUPS: What happens to existing matters if I edit a practice group? View answer
Practice Groups
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
SETUP: What is a matter group? View answer
Setup
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor, Users
DASHBOARDS: How do I configure my dashboard? View answer
Dashboards
FIRMS: How do I change the name of a firm? View answer
Firms
INVOICE APPROVAL: Can an invoice approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
BUDGETS: How do I change the law firm budget default options? View answer
ACCOUNTS PAYABLE: Why is the total amount in the invoice summary different from the amount in the invoice spreadsheet? View answer
ACCOUNTS PAYABLE: Who can create a new AP route? View answer
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
Matter Management
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
ORGANIZATIONAL UNITS: How do I export a list of organizational units? View answer
ACCOUNTS PAYABLE: Who can edit an AP route? View answer
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
Law Firm/Vendor, Invoicing
BUDGETS: Are budgets required on closed matters? View answer
REPORTS: Why does an organizational unit not appear in my "select from list" on my Report filter? View answer
DASHBOARDS: Does a user's matter access limit their Dashboard access? View answer
DASHBOARDS: Who has access to Dashboards? View answer
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: Can a firm post an invoice with multiple currencies? View answer
REPORTS: How do I report on status reports and notes? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
BUDGETS: How can an overdue budget be pending our approval? View answer
REPORTS: How do I see our spend for the year? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires activity codes? View answer
TIMEKEEPERS: How can I update a timekeeper rate if I accidentally approved a timekeeper rate for all matters instead of this matter only? View answer
Timekeeper
MATTER MANAGEMENT: How do I disable the status report requirement at the matter type template level? View answer
DASHBOARDS: How do Dashboards differ from reports? View answer
REPORTS: Why can I not share a report with a law firm user? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
