This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
Accruals
Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer
Law Firm/Vendor, Invoicing
ACCRUALS: How is the remaining accrual balance for the current FY calculated? View answer
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
Invoice Approval, Invoice Audits
ACCRUALS: How do I turn on the accruals module in Tracker for our company? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
Law Firm/Vendor, Firm Profile
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
ACCRUALS: How do I modify the accrual calendar? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
Invoice Approval
USERS: How do I add a user if i get the error message "email address already in use"? View answer
Users
MATTER UPLOAD: How many matters can I close at a time? View answer
Matter Upload
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
OUTLOOK: How do I enable the Outlook add-in? View answer
Outlook
USERS: How do I change the Tracker Coordinator or Backup Tracker Coordinator? 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
Law Firm/Vendor, Accruals
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
Invoices
DOCUMENTS: How does a user clear a document flag when Mark Read is required? View answer
Documents
Law Firm/Vendor: ACCRUALS: What should the firm enter if there are no unbilled amounts for the period? 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
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
MATTER MANAGEMENT: How do I clone a matter? View answer
Matter Management
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
Alternative Fee Arrangements
MATTER MANAGEMENT: How do I close a matter? View answer
MATTER MANAGEMENT: How do I delete a duplicate matter? View answer
USERS: What is special matter access? View answer
ACCOUNTS PAYABLE: Why are there two different values on the Invoice Summary? View answer
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
Organizational Units
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
ACCOUNTS PAYABLE: How many people can receive the AP batch email? View answer
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
Invoice Approval, Users
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
Reports
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer
SETUP: How do I upload our billing guidelines? View answer
Setup
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
SETUP: How many days can a firm post their invoice after a matter is closed? View answer
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
MISC: How do I add a company specific field help? View answer
Misc
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
Office Vendor Number
Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
Law Firm/Vendor, Timekeeper
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
