This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
Matter Participants
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OnePass
ONEPASS: Why do I not see an option to reset a company user's password? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
Invoice Approval
ONEPASS: What should I do if my username isn't working? View answer
ONEPASS: What is OnePass? View answer
ONEPASS: What do I do if I am not getting my security code? View answer
ONEPASS: If my company is not using OnePass for Tracker, can I still connect my account to OnePass? View answer
OFFICE VENDOR NUMBER: Who is responsible for providing an office vendor number for the vendor if they are required by the AP route? View answer
Office Vendor Number
INVOICE APPROVAL: What is a billing guideline reviewer? View answer
OFFICE VENDOR NUMBER: Who can update office vendor numbers? View answer
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
INVOICE APPROVAL: What is an accounting code reviewer? View answer
INVOICE APPROVAL: What is an invoice approval threshold? View answer
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor number on an invoice, so that it attaches to future invoices from that firm? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the invoice summary? View answer
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
OFFICE VENDOR NUMBER: Can office vendor numbers be required for some of my AP routes? View answer
MISC: How do I get my Westlaw invoices posted to Tracker? View answer
Misc
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
Invoice Audits
MISC: How do I get my Tracker invoices posted to Tracker? View answer
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
MISC: How do I add a Billed to Entity? View answer
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
