This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
Accounts Payable
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor, Timekeeper
TIMEKEEPERS: Can I change the currency for a timekeeper on the timekeeper rate sheet? View answer
Timekeeper
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
Invoice Approval
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: Can firm users be in two firm profiles? View answer
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? View answer
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor, Status Report
ACCOUNTS PAYABLE: What are the Reverse Feed file specifications? View answer
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases View answer
Budgets, Phased Budget
SETUP: What are billing guidelines? View answer
Setup
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
SUBSTANTIVE LAW: Is there a limit on the number of substantive law categories I can create? View answer
Substantive Law
INVOICE APPROVAL: How do I reverse an invoice? View answer
TEMPLATES: How do I make a field required? View answer
Templates
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
Law Firm/Vendor, OnePass
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
INVOICES: How do I post an invoice on behalf of a firm? View answer
Invoices
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
INVOICE APPROVAL: How do I change who approves an invoice? View answer
INVOICES: Why would I post a memo entry invoice? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
INVOICE APPROVAL: How do I reject an invoice? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
INVOICES: Can firms post a memo entry invoice? View answer
Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
Invoice Audits
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
Law Firm/Vendor, Invoicing
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
