This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: How does a firm change their firm administrator? View answer
Law Firm/Vendor, Firm Profile
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
Invoice Approval
MATTER MANAGEMENT: How do I add a user to a matter? View answer
Matter Management
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
Law Firm/Vendor, Timekeeper
DOCUMENTS: Can I add a related document to a file? View answer
Documents
REPORTS: How do I change the currency in my report? View answer
Reports
REPORTS: How do I know what currency an invoice is on my report? View answer
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
MATTER MANAGEMENT: How do I delete a matter? View answer
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
USERS: How can I re-activate a user? View answer
Users
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
REPORTS: How do I report on dates and events in Tracker? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
Accounts Payable
ACCOUNTS PAYABLE: Who can edit an AP route? View answer
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
ACCOUNTING CODES: What are "Pre-Configured Accounting Code Allocations"? View answer
Accounting Codes
ACCOUNTING CODES: What are accounting codes? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
Invoices
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
Invoice Approval, Invoice Audits
INVOICE APPROVAL: What is the definition of BGR? View answer
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
REPORTS: How do I add a filter to my report? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
TECHNICAL: What is SFTP? View answer
Technical
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
Law Firm/Vendor, Invoicing
TEMPLATES: What happens if I remove a field from a matter type template? View answer
Templates
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? View answer
ACCOUNTS PAYABLE: How do I correct an invoice I approved by mistake? View answer
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
TIMEKEEPERS: Can you delegate timekeeper rate review? View answer
Timekeeper
Law Firm/Vendor: INVOICING: Can a firm upload multiple receipts with their invoice? View answer
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
Matter Participants
DASHBOARDS: Can I limit someone's Dashboard data to a particular practice area? View answer
Dashboards
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
TIMEKEEPERS: How do I submit a rate sheet on behalf of a firm? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
DASHBOARDS: How often is the Dashboard updated? View answer
Law Firm/Vendor: BUDGETS: What is a phased budget? 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
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