This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: How can a firm change currency when reposting an invoice? View answer
Law Firm/Vendor, Invoicing
BUDGETS: How do I modify an existing reforecast? View answer
Budgets
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
Office Vendor Number
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer
Invoice Approval
ACCOUNTS PAYABLE: Why would an approved invoice not be batched? View answer
Accounts Payable
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
Matter Management
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
USERS: How do I set myself as the Tracker Coordinator? View answer
Users
BUDGETS: Are emails sent when a company budget is due? View answer
REPORTS: How do I rename my report? View answer
Reports
REPORTS: What does it mean to subtotal a report? View answer
PRACTICE GROUPS: How do I change the name of a practice group? View answer
Practice Groups
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
INVOICE APPROVAL: If a billing guideline reviewer is also an invoice approver will they need to approve the invoice twice? View answer
DOCUMENTS: How do I report on the different Document fields? View answer
Documents
MATTER MANAGEMENT: How do I merge matters? View answer
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
I keep timing out of Tracker, why is this? View answer
REPORTS: What are report tags? View answer
MISC: How do I add a Billed to Entity? View answer
Misc
DASHBOARDS: Why do I have different results when I click on the details link from the Dashboard? View answer
Dashboards
REPORTS: How do I save a user's shared reports before they leave the company? View answer
CONTRACTS: How do I report on the Contract fields? View answer
Contracts
USERS: Can users share passwords? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
ACCOUNTING CODES: How many different accounting code allocations can I create? View answer
Accounting Codes
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
Timekeeper
MISC: How do I get my Westlaw invoices posted to Tracker? View answer
MATTER PARTICIPANTS: How to I remove a matter participant? View answer
Matter Participants
TEMPLATES: How do I make a field required? View answer
Templates
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
REPORTS: How would someone with reports only access be able to see matter information? View answer
ACCRUALS: How is the Unbilled total calculated? View answer
Accruals
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
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
ACCOUNTS PAYABLE: How do I manually run an AP batch? View answer
TIMEKEEPERS: Why don't I see certain invoices in the Stuck Invoices Report? View answer
Timekeeper, Reports
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