This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
Alternative Fee Arrangements
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
Dashboards
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
Matter Management
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
Users
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
Accounts Payable
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
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
FIRMS: How do I add a firm to Tracker? View answers
Firms
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
USERS: Can I add or remove a Delegate for another Tracker User? View answer
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
BUDGETS: Can I report on individual matter spending to budget for a group matter if the budget is set at the matte View answer
Budgets, Reports
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Budgets
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer
Matter Creation
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
Invoices
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
