This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor, Accruals
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
Matter Participants
TEMPLATES: How do I make a field optional? View answer
Templates
INVOICE APPROVAL: Can I deactivate a user who is on an active invoice approval route? View answer
Invoice Approval
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
MATTER UPLOAD: How many matters can I close at a time? View answer
Matter Upload
ACCRUALS: How do firm users enter unbilled amounts? View answer
Accruals
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
Accounts Payable
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
Organizational Units
CONTRACTS: How do I create a custom contract field? View answer
Contracts
TIMEKEEPERS: Why does the Timekeeper Rate Report show more than one approved rate for a timekeeper? View answer
Timekeeper
Law Firm/Vendor: INVOICING: How does a firm enter a discount on a non-LEDES invoice in Tracker? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: How do I see any changes made to my AP route? View answer
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
Office Vendor Number
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor: CLIENT: Where can firm users see our contact information? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer
Law Firm/Vendor, Status Report
Is FileZone required to use the Outlook Add-In? View answer
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
Reports
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
Law Firm/Vendor, Budgets
INVOICE APPROVAL: How do I change who approves an invoice? View answer
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
ACCOUNTING CODES: Can I edit the accounting codes of an individual invoice? View answer
Accounting Codes
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor, OnePass
ACCOUNTING CODES: How do I enable additional accounting code labels? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
Law Firm/Vendor, Firm Profile
MATTER MANAGEMENT: Why can I not see profile fields that are incomplete tasks for the law firm? View answer
Matter Management
Law Firm/Vendor: BUDGETS: Who at the firm receives notice that a budget is due? View answer
BUDGETS: How do I report on budgets by organizational unit or practice group? View answer
Budgets
What is a Web Service? View answer
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
Law Firm/Vendor: INVOICING: Can a firm user delete an invoice? View answer
PRACTICE GROUPS: Is there a limit on the number of Practice Groups I can create? View answer
Practice Groups
USERS: How do I give reporting only access to a user? View answer
Users
What is the maximum size document I can upload to Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a new default rate on a timekeeper rate sheet override a matter specific rate? View answer
Law Firm/Vendor, Timekeeper
TIMEKEEPERS: Will a matter specific rate override a default rate? View answer
BUDGETS: What is a law firm budget? View answer
Law Firm/Vendor: INVOICING: How to attach a document? View answer
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
ACCOUNTING CODES: What happens to active matters when an associated accounting code label is deactivated? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
Law Firm/Vendor: DASHBOARD: What does JOBS mean? View answer
Law Firm/Vendor, Dashboards
Law Firm/Vendor: INVOICING: Can a firm post invoices after a matter is closed? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
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