This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I undo my invoice approval? View answer
Invoice Approval
TRAINING: Is there a live training for law firm users? View answer
Training
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
ACCOUNTS PAYABLE: Why are there two different values on the Invoice Summary? View answer
Accounts Payable
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
REPORTS: How do I get a list of my open and closed matters? View answer
Reports
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm post a flat fee invoice? View answer
Law Firm/Vendor, Invoicing
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
REPORTS: How do I use the Advanced Filter? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
Accruals
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
Office Vendor Number
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
VOLUME DISCOUNTS: Where is a new volume discount arrangement created in Tracker? View answer
Firm Profile
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
Law Firm/Vendor, OnePass
MISC: How do I add a Billed to Entity? View answer
Misc
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
Invoice Approval, Invoice Audits
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
Invoices
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
Matter Participants
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
Timekeeper
MATTER MANAGEMENT: How do I view outside counsel evaluations? View answer
Matter Management
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor, Matter Management
TIMEKEEPERS: How do I prevent invoice approvers from approving Timekeeper Audits? View answer
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
DOCUMENTS: How does a user clear a document flag when Mark Read is required? View answer
Documents
INVOICE APPROVAL: How do I apply a credit? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
DATE-EVENT TYPES: How do I create a new date or event type? View answer
Date-Event Types
USERS: Can I limit a Company System Admin's access in Tracker without changing their system role? View answer
Users
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
Law Firm/Vendor, Budgets
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
TIMEKEEPERS: If I approve a timekeeper audit for all matters, will this supplant the rate on the rate sheet? 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
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? View answer
Law Firm/Vendor, Users
TIMEKEEPERS: How do I review a timekeeper rate sheet? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
Alternative Fee Arrangements
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
TIMEKEEPERS: How do I confirm is the timekeeper rate is matter specific or a default rate? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
