This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: BUDGETS: When entering a budget, can a firm user save their work and come back to it? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor, Users
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
Accruals
FIRMS: How do I add a firm to Tracker? View answers
Firms
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on 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
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
Law Firm/Vendor, Timekeeper
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
BUDGETS: How do I view a budget? View answer
Budgets
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
Matter Participants
INVOICE APPROVAL: How do I adjust an invoice? View answer
Invoice Approval
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: How can a firm convert an invoice to a LEDES file? View answer
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
Matter Management
USERS: How do I change a user's system role? View answer
Users
INVOICE APPROVAL: Can an invoice approver see all invoices on a matter (those fully approved and those not yet pending their review)? View answer
TIMEKEEPERS: Can I change the effective date for a timekeeper rate sheet? View answer
Timekeeper
CONTRACTS: How do I report on the Contract fields? View answer
Contracts
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
Invoices
ACCOUNTS PAYABLE: How do I batch invoices outside of our regular AP schedule? View answer
Accounts Payable
MATTER MANAGEMENT: How do I delete a matter? View answer
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
USERS: Can I delete a company user? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
Alternative Fee Arrangements
USER LOGIN: How do I reset another user's password? View answer
User Login
INVOICES: What is the difference between live and memo invoicing? View answer
TIMEKEEPERS: Will a matter specific rate override a default rate? View answer
INVOICE APPROVAL: How do I reverse an invoice? View answer
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
ACCRUALS: Who at a firm receives accrual emails? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
TRAINING: What recorded trainings are available for company users? View answer
Training
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
BUDGETS: How do I create a company budget? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
DASHBOARDS: How often is the Dashboard updated? View answer
Dashboards
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