This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
Invoice Approval
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
USERS: How do I remove a Delegate? View answer
Users
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
USERS: Can I add or remove a Delegate for another Tracker User? View answer
MATTER MANAGEMENT: How do I close a matter? View answer
Matter Management
INVOICE APPROVAL: How do I reject an invoice? View answer
ACCRUALS: How do I determine which users receive unbilled amounts/accrual email notifications? View answer
Accruals
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
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
Alternative Fee Arrangements
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
MATTER MANAGEMENT: How do I edit the matter options? View answer
MATTER MANAGEMENT: How do I merge matters? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor, Matter Management
INVOICES: How do I post an invoice on behalf of a firm? View answer
Invoices
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
ACCOUNTS PAYABLE: How many people can receive the AP batch email? View answer
Accounts Payable
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
Budgets
Law Firm/Vendor: INVOICING: How does a firm show a discount on an invoice? View answer
REPORTS: How do I get a list of my open and closed matters? View answer
Reports
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
Matter Participants
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
Firms
Law Firm/Vendor: INVOICING: What should a firm do if there are more than 50 line items when using the LEDES Generator? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
FIRMS: What if I don't see my firm in Tracker? View answer
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm show a credit on an invoice? View answer
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
Invoice Audits
DASHBOARDS: Who has access to Dashboards? View answer
Dashboards
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
DASHBOARDS: How do I make "My Dashboard" my homepage when I sign in to Tracker? View answer
USERS: How do I change a user's system role? View answer
INVOICE APPROVAL: What is an accounting code reviewer? View answer
ACCRUALS: How long do firms have to post accruals? View answer
INVOICES: Why would I post a live invoice? View answer
INVOICES: Why would I post a memo entry invoice? View answer
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer
Law Firm/Vendor, Firm Profile
USER LOGIN: How do I reset my Legal Tracker password? View answer
User Login
BUDGETS: Who has access to view budgets? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
