This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ONEPASS: How does a firm user migrate to OnePass? View answer
Law Firm/Vendor, OnePass
BUDGETS: Are emails sent when a company budget is entered? View answer
Budgets
BUDGETS: Are emails sent when a company budget is due? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
ACCRUALS: Who at a firm receives accrual emails? View answer
Accruals
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor, Firm Profile
ACCRUALS: How do I turn off accruals for all matters? View answer
ACCRUALS: How do I see what firms are able to post accruals if the matter so requires? View answer
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer
BUDGETS: What is a departmental budget? View answer
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? View answer
Law Firm/Vendor: INVOICING: Can firms tell if their clients require LEDES invoices? View answer
Law Firm/Vendor: INVOICING: Can a law firm user change their office when posting an invoice? View answer
Law Firm/Vendor: INVOICING: Can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor: INVOICING: Can a firm post one invoice across multiple matters? View answer
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
Law Firm/Vendor: INVOICING: Can a firm admin post invoices to any matter? View answer
Law Firm/Vendor
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
CONTRACTS: How do I create a custom contract field? View answer
Contracts
CONTRACTS: How do I create a new contract type? View answer
CONTRACTS: How do I report on the Contract fields? View answer
CONTRACTS: How do I submit a contract? View answer
Law Firm/Vendor: INVOICING: How can a firm see the status of their invoices? View answer
JOBS: What does JOBS mean? View answer
Jobs
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
BUDGETS: What does it mean to lock a budget? View answer
DASHBOARDS: Can I limit someone's Dashboard data to a particular practice area? View answer
Dashboards
BUDGETS: How do I view a budget? View answer
DASHBOARDS: Can I lock my Dashboard display? View answer
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