This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
SETUP: How do I upload our billing guidelines? View answer
Setup
ACCRUALS: How do I post accruals? View answer
Accruals
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
Law Firm/Vendor, Invoicing
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
Matter Management
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer
INVOICE APPROVAL: How do I apply a credit? View answer
Invoice Approval
REPORTS: How do I see a list of stuck invoices? View answer
Reports
MATTER PARTICIPANTS: How do I edit the Lead Company Person? View answer
Matter Participants
USER LOGIN: How do I find my OnePass username? View answer
User Login
MATTER MANAGEMENT: Who can close a matter? View answer
REPORTS: How do I report on status reports and notes? View answer
ACCOUNTS PAYABLE: What is an AP batch? View answer
Accounts Payable
MATTER CREATION: How do I create a new matter? View answer
Matter Creation
MATTER MANAGEMENT: How do I add a user to a matter? View answer
TIMEKEEPERS: What is a missing timekeeper? View answer
Timekeeper
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
BUDGETS: How do I edit a budget? View answer
Budgets
USERS: How do I limit a users access to matters? View answer
Users
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
Office Vendor Number
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor, Matter Management
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm create a new office? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
DOCUMENTS: Can I add a related document to a file? View answer
Documents
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor, Budgets
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
Law Firm/Vendor: BUDGETS: If the firm hasn't entered a budget, can they still post their invoices? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
ACCOUNTS PAYABLE: What are the Reverse Feed file specifications? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
TIMEKEEPERS: Can I change the effective date for a timekeeper rate sheet? View answer
MATTER CREATION: Can the law firm create a matter? View answer
ACCRUALS: How do I change my accrual period? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
USER LOGIN: How do I reset another user's OnePass password? View answer
USER PROFILE: How do I change my email address in Tracker? View answer
User Login, Users
Law Firm/Vendor: USERS: What information is needed to create a new firm user? View answer
Law Firm/Vendor, Users
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Invoices
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
How do you make task code alerts by line item appear in Tracker? View answer
other
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
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