This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: What is an invoice approval threshold? View answer
Invoice Approval
INVOICE APPROVAL: What is an accounting code reviewer? View answer
INVOICE APPROVAL: What is a billing guideline reviewer? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
INVOICE APPROVAL: What is a backup Accounting code reviewer? View answer
INVOICE APPROVAL: What happens to the invoices that are still pending if I deactivate an Invoice Approval Route? View answer
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
INVOICE APPROVAL: If a billing guideline reviewer is also an invoice approver will they need to approve the invoice twice? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
INVOICE APPROVAL: How do I reverse an invoice? View answer
INVOICE APPROVAL: How do I resolve invoice audits? View answer
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
INVOICE APPROVAL: How do I reject an invoice? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer
MATTER MANAGEMENT: How do I update closed matters? View answer
Matter Management
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
MATTER MANAGEMENT: Who can close a matter? View answer
MATTER MANAGEMENT: Why can I not see profile fields that are incomplete tasks for the law firm? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
Matter Participants
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
MATTER PARTICIPANTS: How to I remove a matter participant? View answer
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
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