This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
DASHBOARDS: How do I customize the "My Dashboard"? View answer
Dashboards
Law Firm/Vendor: INVOICING: How does a firm show a credit on an invoice? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: Who can edit an AP route? View answer
Accounts Payable
ACCOUNTING CODES: How many different accounting code allocations can I create? View answer
Accounting Codes
MATTER MANAGEMENT: How do I edit the matter options? View answer
Matter Management
PRACTICE GROUPS: What happens to existing matters if I edit a practice group? View answer
Practice Groups
INVOICE APPROVAL: If a billing guideline reviewer is also an invoice approver will they need to approve the invoice twice? View answer
Invoice Approval
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
Timekeeper
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor, Status Report
What is the maximum size document I can upload to Tracker? View answer
ACCRUALS: How do I determine when to run the accruals report? View answer
Accruals
BUDGETS: Are budgets required on closed matters? View answer
Budgets
ACCOUNTS PAYABLE: Are firms notified when I upload my payment information? View answer
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
REPORTS: Can anyone else see my reports list? View answer
Reports
REPORTS: Why does an organizational unit not appear in my "select from list" on my Report filter? View answer
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
USERS: Can users share passwords? View answer
Users
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor, Timekeeper
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
MATTER MANAGEMENT: Why can I not see profile fields that are incomplete tasks for the law firm? View answer
MATTER MANAGEMENT: How do I merge matters? View answer
REPORTS: How do I rename my report? View answer
REPORTS: What are report tags? View answer
BUDGETS: What is a law firm budget? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor, Accruals
BUDGETS: How do I modify an existing reforecast? View answer
ACCRUALS: How do firm users enter unbilled amounts? View answer
REPORTS: What does it mean to subtotal a report? View answer
REPORTS: How do I save a user's shared reports before they leave the company? View answer
What is a Web Service? View answer
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
TEMPLATES: How do I make a field required? View answer
Templates
TIMEKEEPERS: How do I prevent invoice approvers from approving Timekeeper Audits? View answer
Can a Company User submit a Timekeeper Rate Sheet on behalf of a law firm? View answer
TIMEKEEPERS: Why don't I see certain invoices in the Stuck Invoices Report? View answer
Timekeeper, Reports
ACCOUNTS PAYABLE: How do I manually run an AP batch? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
