This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: Are budgets required on closed matters? View answer
Budgets
Law firm/vendor: USERS: Does the email domain of a new firm user have to match the domain name of the the firm lead system administrator? View answer
Users
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
Invoice Approval
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
INVOICE APPROVAL: How do I change who approves an invoice? View answer
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
INVOICE APPROVAL: How do I apply a credit? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
Invoices
BUDGETS: How do I create a company budget? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
USERS: How can I re-activate a user? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
TRAINING: What recorded trainings are available for company users? View answer
Training
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
DASHBOARDS: How often is the Dashboard updated? View answer
Dashboards
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
TIMEKEEPERS: What is the Index? View answer
Timekeeper
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
Law Firm/Vendor, Invoicing
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
ACCOUNTS PAYABLE: What is the Spreadsheet format? View answer
Accounts Payable
USERS: How do I add a company user? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
USERS: How do I grant a user access to all matters of a certain kind? View answer
ACCOUNTS PAYABLE: How do I change the schedule of my AP batch? View answer
USERS: Why am I unable to deactivate a user? View answer
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
ACCOUNTS PAYABLE: Why is the "Billed To" information on my invoice different from that of the matter profile? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
ACCOUNTING CODES: What are "Pre-Configured Accounting Code Allocations"? View answer
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor, Accruals
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
Accruals
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
ACCRUALS: How can I enforce firm compliance with my company's accrual settings? View answer
Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor: ACCRUALS: Why does the red exclaimation point appear even after a law firm has entered accruals? View answer
How do you make task code alerts by line item appear in Tracker? View answer
other
ACCRUALS: How do I determine which users receive unbilled amounts/accrual email notifications? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com