This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: Why would I use detailed rows in my report? View answer
Reports
REPORTS: Why does an organizational unit not appear in my "select from list" on my Report filter? View answer
REPORTS: Why do some columns not subtotal? View answer
REPORTS: Why did my shared report change? View answer
REPORTS: Why can I not share a report with a law firm user? View answer
REPORTS: Why are my results different than my colleague's? View answer
REPORTS: Why am I unable to schedule reports? View answer
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
Matter Participants
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
MATTER PARTICIPANTS: How to I remove a matter participant? 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: Who can close a matter? View answer
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
MATTER MANAGEMENT: How do I submit a status report? View answer
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
MATTER MANAGEMENT: How do I require status reports? View answer
MATTER MANAGEMENT: How do I post a note? View answer
MATTER MANAGEMENT: How do I merge matters? 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
MATTER MANAGEMENT: How do I disable the status report requirement at the matter level? View answer
MATTER MANAGEMENT: How do I delete a duplicate matter? View answer
MATTER MANAGEMENT: How do I clone a matter? View answer
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
MATTER MANAGEMENT: How can I see what the firm sees? View answer
MATTER MANAGEMENT: Can I use bulk update to edit the status report requirement for all matters? View answer
MATTER CREATION: How do I create a new matter? View answer
Matter Creation
MATTER CREATION: Can the law firm create a matter? View answer
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
LEDES ADJUSTMENT: Can I rename the LEDES adjustment reasons? View answer
INVOICES: Why would I post a memo entry invoice? View answer
Invoices
INVOICES: Why would I post a live invoice? View answer
INVOICES: What is the difference between live and memo invoicing? View answer
INVOICES: How do I post an invoice on behalf of a third party? View answer
INVOICES: How do I post an invoice on behalf of a firm? View answer
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
INVOICES: Can a firm post an invoice across more than one matter? View answer
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
Invoice Approval
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
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