This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER MANAGEMENT: How do I require status reports? View answer
Matter Management
Law Firm/Vendor: INVOICING: Can a firm user post invoices? View answer
Law Firm/Vendor, Invoicing
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
INVOICES: What is the difference between live and memo invoicing? View answer
Invoices
USERS: How do I remove a Delegate? View answer
Users
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
MATTER PARTICIPANTS: How to I remove a matter participant? View answer
Matter Participants
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
Invoice Audits
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? View answer
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
DOCUMENTS: How do I report on the different Document fields? View answer
Documents
TEMPLATES: How do I create a custom field? View answer
Templates
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
Invoice Approval
TIMEKEEPERS: Can I change the effective date for a timekeeper rate sheet? View answer
Timekeeper
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a disputed invoice? View answer
TRAINING: How do I find and register for trainings? View answer
Training
USER PROFILE: How do I change my email address in Tracker? View answer
User Login, Users
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
ACCOUNTING CODES: What are accounting codes? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
CONTRACTS: How do I report on the Contract fields? View answer
Contracts
REPORTS: How do I get a list of my open and closed matters? View answer
Reports
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
Law Firm/Vendor, Timekeeper
BUDGETS: What is a budget reforecast? View answer
Budgets
INVOICE APPROVAL: How do I reject an invoice? View answer
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? View answer
TIMEKEEPERS: What is a missing timekeeper? View answer
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper 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
TIMEKEEPERS: What is the Index? View answer
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
USER LOGIN: How do I reset my Legal Tracker password? View answer
User Login
MATTER GROUPS: Why can't I close a matter group? View answer
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
BUDGETS: Are emails sent when a company budget is due? View answer
BUDGETS: What is a company budget? View answer
USER LOGIN: What is OnePass? 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 do I move an invoice approved under the wrong matter? View answer
SUBSTANTIVE LAW: Is there a limit on the number of substantive law categories I can create? View answer
Substantive Law
REPORTS: What does it mean to subtotal a report? View answer
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
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