This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
Timekeeper
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor, Accruals
INVOICE AUDITS: How can I restrict a firm from posting invoices from last year? View answer
Invoice Audits
MATTER MANAGEMENT: How do I add a user to a matter? View answer
Matter Management
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
Law Firm/Vendor, Invoicing
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
Matter Participants
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
Accounting Codes
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
Matter Upload
USERS: What is special matter access? View answer
Users
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
REPORTS: How can I see year to date (YTD) spend for a firm? View answer
Reports
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
Law Firm/Vendor, Firm Profile
BUDGETS: What is a law firm budget? View answer
Budgets
BUDGETS: What is a departmental budget? View answer
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
Law Firm/Vendor, Matter Management
BUDGETS: What happens if I do not approve a budget? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
INVOICE AUDITS: What triggers an expense code audits? View answer
BUDGETS: How do I set my delegate up with authority to approve my budgets? View answer
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
INVOICES: Can firms post a memo entry invoice? View answer
Invoices
Law Firm/Vendor: CLIENT: Why does it say a Law Firm User has no access to our database? View answer
Law Firm/Vendor, Client
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
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: CLIENT: How can the firm see a list of our audits? View answer
BUDGETS: Do budgets impact task code alerts? View answer
MATTER MANAGEMENT: How do I update closed matters? View answer
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
BUDGETS: Are emails sent when a company budget is due? View answer
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
Accruals
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
REPORTS: How do I share reports? View answer
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
Invoice Approval
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
REPORTS: Can I add multiple filters to my report? View answer
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