This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
CONTRACTS: How do I create a new contract type? View answer
Contracts
CONTRACTS: How do I report on the Contract fields? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
JOBS: What does JOBS mean? View answer
Jobs
Law Firm/Vendor: FIRM PROFILE: How can a firm see who has created an office profile? View answer
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
Law Firm/Vendor: FIRM PROFILE: Can firm users be in two firm profiles? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm have multiple locations under one profile? View answer
What is the Outlook Add-In? View answer
Is FileZone required to use the Outlook Add-In? View answer
How do I change the inactivity timeout value? View answer
Law Firm/Vendor: DASHBOARD: What does JOBS mean? View answer
Law Firm/Vendor, Dashboards
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
Law Firm/Vendor: INVOICING: How can a firm post a LEDES invoice that has been rejected in error, if their books have been closed for the year? View answer
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
FIRMS: How do I change the name of a firm? View answer
Firms
FIRMS: How can I deactivate an office I created an error? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: Can a firm edit their accruals information? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter their unbilled amounts outside of the accrual window? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: ACCRUALS: Can a user with Billing only post accruals? View answer
Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer
Law Firm/Vendor: ACCRUALS: How can a firm check to see if their accruals saved? View answer
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor: ACCRUALS: How does a firm know when the next accrual period takes place? View answer
DOCUMENTS: What happens if I de-activate a folder? View answer
Documents
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
DOCUMENTS: How do I report on the different Document fields? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
