This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer
Emails, Matter Creation, Matter Upload, Documents
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
Timekeeper
ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer
Accruals, Matter Management
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Invoice Approval
MATTER TYPE TEMPLATES: How do I remove a custom field from a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? View answer
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Matter Management
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
ACCOUNTS PAYABLE: How do I send Tax to my AP Department in the Firm’s Native Currency to comply with Tax Laws? View answer
Accounts Payable
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
Alternative Fee Arrangements
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
ALTERNATIVE FEE ARRANGEMENTS: Why isn’t there a Firms tab on my Matter? View answer
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
Dashboards
USERS: Can I change the time window for user inactivity? View answer
Users
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the budget implications of choosing Matter Lifetime Costs? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
OUTLOOK: How do I enable the Outlook add-in? View answer
Outlook
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
LEGAL HOLD: Can I create a Legal Hold in Tracker? View answer
Legal Hold
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
USERS: If I am locked out, will my Delegates be locked out as well? View answer
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
INVOICE APPROVAL: Who can be an invoice rejector? View answer
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
ACCOUNTS PAYABLE: How do I exclude zero amount invoices from AP batches? View answer
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
ALTERNATIVE FEE ARRANGEMENTS: Will an existing budget impact the Capped Fee schedule on a Matter? View answer
ACCOUNTS PAYABLE: What kinds of invoices can be included in the AP Batch? View answer
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
ACCOUNTS PAYABLE: How do I prevent zero dollar invoices from going to AP? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
USERS: How do I login after being locked out for inactivity? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
DASHBOARDS: How do I get Dashboards/Analytics? View answer
USERS: How do I remove a Delegate? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
