This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
MATTER MANAGEMENT: How do I delete a matter? View answer
Matter Management
INVOICE APPROVAL: How do I adjust an invoice? View answer
Invoice Approval
INVOICE APPROVAL: How do I apply a credit? View answer
ACCOUNTS PAYABLE: What are the Reverse Feed file specifications? View answer
Accounts Payable
ACCOUNTS PAYABLE: What kinds of invoices can be included in the AP Batch? View answer
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
ACCOUNTING CODES: What are "Pre-Configured Accounting Code Allocations"? View answer
Accounting Codes
ACCOUNTS PAYABLE: What does it mean to rerun a previous AP batch? View answer
REPORTS: How do I use the Advanced Filter? View answer
Reports
Can a Company User submit a Timekeeper Rate Sheet on behalf of a law firm? View answer
Timekeeper
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm change their firm administrator? View answer
Law Firm/Vendor, Firm Profile
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
BUDGETS: How do I delete a firm budget? View answer
Budgets
REPORTS: How do I save a user's shared reports before they leave the company? View answer
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor, Invoicing
USERS: How do I remove a Delegate? View answer
Users
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: What should the firm do if they have submitted a budget and the invoice is still on hold? View answer
INVOICES: Why would I post a live invoice? View answer
Invoices
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor: FIRM PROFILE: I am the Lead System Administrator, why does my name not appear on the bottom of the screen? View answer
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
MATTER MANAGEMENT: How do I add a user to a matter? View answer
MATTER MANAGEMENT: How do I close a matter? View answer
USERS: How do I grant a user access to all matters of a certain kind? View answer
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
INVOICES: How do I post an invoice on behalf of a firm? View answer
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
INVOICES: Can firms post a memo entry invoice? View answer
INVOICES: Can a firm post an invoice across more than one matter? View answer
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
Invoice Audits
INVOICE AUDITS: What triggers an expense code audits? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
INVOICE AUDITS: How can I restrict a firm from posting invoices from last year? View answer
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor, Timekeeper
INVOICE APPROVAL: Who can reverse an invoice? View answer
INVOICE APPROVAL: What is an invoice approval threshold? View answer
INVOICE APPROVAL: What is a billing guideline reviewer? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
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