This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
USER LOGIN: How do I reset another user's OnePass password? View answer
User Login
TIMEKEEPERS: Why is there a new timekeeper audit when when they have billed on a previous invoice? View answer
Timekeeper
TIMEKEEPERS: Why is the new timekeeper audit triggering even though the law firm has submitted a rate sheet for the timekeeper? View answer
TIMEKEEPERS: Who can see the Timekeeper Rate Lookup File? View answer
TIMEKEEPERS: Where does the Index rate come from? View answer
TIMEKEEPERS: Is it possible to have more than one currency for a timekeeper? View answer
TIMEKEEPERS: If I approve a timekeeper audit for all matters, will this supplant the rate on the rate sheet? View answer
TIMEKEEPERS: How do I submit a rate sheet on behalf of a firm? View answer
TIMEKEEPERS: How do I see more than one prior timekeeper rate on the Timekeeper Rate Report? View answer
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
TIMEKEEPERS: Can you delegate timekeeper rate review? View answer
TIMEKEEPERS: Can a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
TEMPLATES: What happens if I remove a field from a matter type template? View answer
Templates
TEMPLATES: How do I make a field optional? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
TEMPLATES: How do I create a custom field? View answer
TEMPLATES: How do I change matter template fields? View answer
ONEPASS: What should I do if my username isn't working? View answer
OnePass
ONEPASS: What is OnePass? View answer
ONEPASS: What do I do if I am not getting my security code? View answer
ONEPASS: If my company is not using OnePass for Tracker, can I still connect my account to OnePass? View answer
OFFICE VENDOR NUMBER: Who is responsible for providing an office vendor number for the vendor if they are required by the AP route? View answer
Office Vendor Number
OFFICE VENDOR NUMBER: Who can update office vendor numbers? View answer
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the invoice summary? View answer
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
OFFICE VENDOR NUMBER: Can office vendor numbers be required for some of my AP routes? View answer
MISC: How do I get my Westlaw invoices posted to Tracker? View answer
Misc
MISC: How do I add a company specific field help? View answer
MATTER UPLOAD: How many matters can I update at a time? View answer
Matter Upload
MATTER UPLOAD: How many matters can I close at a time? View answer
MATTER UPLOAD: Does it send email notices when I use matter upload? View answer
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
Matter Participants
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
MATTER MANAGEMENT: Why can I not see profile fields that are incomplete tasks for the law firm? View answer
Matter Management
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
MATTER MANAGEMENT: How do I update closed matters? View answer
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
MATTER MANAGEMENT: How do I post a note? View answer
MATTER MANAGEMENT: How do I edit the matter options? View answer
MATTER MANAGEMENT: How do I edit a matter profile? View answer
MATTER MANAGEMENT: How do I disable the status report requirement at the matter type template level? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com