This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
JOBS: What does JOBS mean? View answer
Jobs
INVOICE APPROVAL: Can an invoice approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
Invoice Approval
TIMEKEEPERS: Is it possible to have more than one currency for a timekeeper? View answer
Timekeeper
REPORTS: What happens to the report currency if I share a report with another user? View answer
Reports
Law Firm/Vendor: ACCRUALS: Will a firm receive email notifications to submit accruals after a matter is closed? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: BUDGETS: Why is the Law Firm being told they have to enter a budget every month? View answer
Law Firm/Vendor, Budgets
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
ACCOUNTING CODES: How do I ensure that invoices are always routed to the Accounting Code Reviewer for review? View answer
Accounting Codes
ACCRUALS: How is the remaining accrual balance for the current FY calculated? View answer
Accruals
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
Matter Participants
I keep timing out of Tracker, why is this? View answer
INVOICE AUDITS: How can I restrict a firm from posting invoices from last year? View answer
Invoice Audits
INVOICE APPROVAL: Can I deactivate a user who is on an active invoice approval route? View answer
REPORTS: How do I report on status reports and notes? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
Budgets
ORGANIZATIONAL UNITS: How do I re-name an organizational unit? View answer
Organizational Units
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
Law Firm/Vendor, Invoicing
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
Law Firm/Vendor, Timekeeper
SETUP: How many days can a firm post their invoice after a matter is closed? View answer
Setup
Law Firm/Vendor: ACCRUALS: Why does the red exclaimation point appear even after a law firm has entered accruals? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
Office Vendor Number
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
Accounts Payable
TIMEKEEPERS: What is a missing timekeeper? View answer
Law Firm/Vendor: INVOICING: Can firms tell if their clients require LEDES invoices? View answer
ACCRUALS: How is the Unbilled total calculated? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
Law Firm/Vendor: INVOICING: Can a firm still post an invoice if they are no longer on the matter? View answer
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer
MATTER MANAGEMENT: How do I disable the status report requirement at the matter level? View answer
Matter Management
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
REPORTS: How do I remove blank values from my report? View answer
USERS: How do I add a user if i get the error message "email address already in use"? View answer
Users
USERS: What does it mean that the user id is unavailable when I try to create a new user? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor, Users
INVOICES: What is the difference between live and memo invoicing? View answer
Invoices
Is FileZone required to use the Outlook Add-In? View answer
Law Firm/Vendor: BUDGETS: Can a firm email Support to upload their budget information? View answer
ACCOUNTS PAYABLE: What does an AP route manager do? View answer
ACCRUALS: How do I disable accruals for a single matter without disabiling accruals system-wide? View answer
ACCOUNTING CODES: Can I edit the accounting codes of an individual invoice? View answer
Law Firm/Vendor: INVOICING: How to post an invoice in a LEDES format using the LEDES Generator? View answer
CONTRACTS: How do I create a custom contract field? View answer
Contracts
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
USER LOGIN: How do I find my OnePass username? View answer
User Login
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
