This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
Law Firm/Vendor, OnePass
REPORTS: Can I add multiple filters to my report? View answer
Reports
DASHBOARDS: How do I configure my dashboard? View answer
Dashboards
DASHBOARDS: How do I customize the "My Dashboard"? View answer
DASHBOARDS: How do I get access to Dashboards? View answer
Law Firm/Vendor: USERS: How does a firm user set a user as delegate for every user at the firm? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
Law Firm/Vendor, Invoicing
ORGANIZATIONAL UNITS: What happens to existing matters if I re-organize an organizational unit? View answer
Organizational Units
ORGANIZATIONAL UNITS: What happens if I deactivate an organizational unit? View answer
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
Matter Participants
DATE-EVENT TYPES: Why am I unable to add a document to this Date/Event? View answer
Date-Event Types
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
MATTER UPLOAD: How many matters can I create at a time? View answer
Matter Upload
INVOICE APPROVAL: What is a Backup approver? View answer
Invoice Approval
Law Firm/Vendor: INVOICING: How does a firm show a discount on an invoice? View answer
FIRMS: What do I do if I have attached the wrong firm profile? View answer
Firms
FIRMS: What if I don't see my firm in Tracker? View answer
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? 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
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
Templates
USERS: How do I login after being locked out for inactivity? View answer
Users
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
Legal Hold
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
Matter Management
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? 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
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
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
TIMEKEEPERS: What is a missing timekeeper? View answer
Timekeeper
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
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