This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
Law Firm/Vendor, Budgets
ACCOUNTS PAYABLE: Why was a reversed invoice not included in the spreadsheet? View answer
Accounts Payable
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
Technical
Law Firm/Vendor: ACCRUALS: Can a user with Billing only post accruals? View answer
Law Firm/Vendor, Accruals
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
BUDGETS: How can an overdue budget be pending our approval? View answer
Budgets
REPORTS: How do I rename my report? View answer
Reports
OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer
Matter Creation
ACCRUALS: How do I change which users have the ability to review accruals based on their matter role? View answer
Accruals
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
Invoice Approval
VOLUME DISCOUNTS: What is a volume discount? View answer
Firm Profile
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
Organizational Units
ORGANIZATIONALUNITS: Is there a limit on the number of organization units I can create? View answer
MATTER GROUP: Why Can't I Delete a Matter Group? View answer
Matter Management
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
BUDGETS: How to I provide a comment, description, or note when adding a budget? View answer
BUDGETS: Who has access to approve budgets? View answer
SUPPORT CONTACT: How do I contact Legal Tracker Support? View answer
Phone, Support, Emails
OFFICE VENDOR NUMBER: Who can update office vendor numbers? View answer
Office Vendor Number
Law Firm/Vendor: INVOICING: Can a firm be prevented from posting non-LEDES invoices in Tracker if we require LEDES invoices? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: INVOICING: Can a firm still post an invoice if they are no longer on the matter? View answer
MATTER UPLOAD: How many matters can I close at a time? View answer
Matter Upload
MATTER UPLOAD: Can I bulk update a custom field through matter upload? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
Matter Participants
FIRMS: How do I give a firm user all matter access? View answer
Firms
FIRMS: What do I do if I have attached the wrong firm profile? View answer
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
MATTER MANAGEMENT: How do I submit a status report? View answer
MATTER MANAGEMENT: How do I close a matter? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
Law Firm/Vendor, OnePass
INVOICE APPROVAL: How do I resolve invoice audits? View answer
Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
INVOICE APPROVAL: What is a Backup approver? View answer
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
Law Firm/Vendor: INVOICING: What firm remittance information gets populated on an invoice? View answer
ACCOUNTING CODES: How do I enable additional accounting code labels? View answer
Accounting Codes
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
ACCOUNTING CODES: How do I deactivate a type of accounting code? View answer
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
ACCOUNTS PAYABLE: How do I update the Spreadsheet format? View answer
USERS: Why am I unable to deactivate a user? View answer
Users
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer
Accruals, Matter Management
DOCUMENTS: How does a user clear a document flag when Mark Read is required? View answer
Documents
USERS: How do I limit a users access to matters? View answer
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
