This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I change who approves an invoice? View answer
Invoice Approval
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
USERS: How do I add a company user? View answer
Users
ACCOUNTS PAYABLE: How do I manually run an AP batch? View answer
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
Invoices
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
Law Firm/Vendor, Accruals
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
Matter Management
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
BUDGETS: Who receives an email notification when a budget is due? View answer
Budgets
MISC: How do I add a Billed to Entity? View answer
Misc
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
What is FileZone? View answer
USERS: What is special matter access? View answer
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
Matter Participants
INVOICES: Why would I post a memo entry invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
Law Firm/Vendor, Timekeeper
ACCRUALS: How do I determine when to run the accruals report? View answer
Accruals
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
DASHBOARDS: How do I limit my Dashboard to only my practice area? View answer
Law Firm/Vendor: EMAILS: What should the firm do if they did not receive their new user email? View answer
Law Firm/Vendor, Emails
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
TIMEKEEPERS: How can I update a timekeeper rate if I accidentally approved a timekeeper rate for all matters instead of this matter only? View answer
Timekeeper
ACCRUALS: How do firm users enter unbilled amounts? View answer
Law Firm/Vendor: INVOICING: What should a firm do if there are more than 50 line items when using the LEDES Generator? View answer
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
REPORTS: How can I see a list of matters without recent activity? View answer
Reports
REPORTS: How can I see year to date (YTD) spend for a firm? View answer
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
TIMEKEEPERS: How do I review a timekeeper rate sheet? View answer
REPORTS: How do I get a list of my open and closed matters? View answer
BUDGETS: How do I change the currency on a Budget? View answer
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
TEMPLATES: How do I create a custom field? View answer
Templates
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
MATTER MANAGEMENT: How do I edit a matter profile? View answer
Law Firm/Vendor: INVOICING: Can a firm post invoices after a matter is closed? View answer
SETUP: What is a matter group? View answer
Setup
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
SETUP: How can I change how many days a firm has to post their final invoice? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
