This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE AUDITS: What triggers an expense code audits? View answer
Invoice Audits
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
INVOICE AUDITS: What are UTBMS expense guidelines? 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 did an invoice skip an approver? View answer
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
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 approver? 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
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
Office Vendor Number
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
OFFICE VENDOR NUMBER: Can office vendor numbers be required for some of my AP routes? View answer
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
Organizational Units
ORGANIZATIONAL UNITS: What happens if I deactivate an organizational unit? View answer
ONEPASS: If my company is not using OnePass for Tracker, can I still connect my account to OnePass? View answer
OnePass
ONEPASS: What do I do if I am not getting my security code? View answer
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
ONEPASS: What is OnePass? View answer
ONEPASS: What should I do if my username isn't working? View answer
ORGANIZATIONALUNITS: Is there a limit on the number of organization units I can create? View answer
ONEPASS: Why do I not see an option to reset a company user's password? View answer
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the invoice summary? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
ORGANIZATIONAL UNITS: How are organizational units organized? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to pending invoices? View answer
ORGANIZATIONAL UNITS: How do I change an orgnizational unit on an existing matter? View answer
ORGANIZATIONAL UNITS: How do I export a list of organizational units? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to future invoices? View answer
ORGANIZATIONAL UNITS: How do I re-name an organizational unit? View answer
ORGANIZATIONAL UNITS: How do I deactivate an organizational unit? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
