This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
USERS: Can I add or remove a Delegate for another Tracker User? View answer
Users
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
BUDGETS: Can I report on individual matter spending to budget for a group matter if the budget is set at the matte View answer
Budgets, Reports
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Budgets
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer
Matter Creation
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
Invoices
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TECHNICAL: What is SSO? View answer
Technical
TECHNICAL: What is the SharePoint Online Integration? View answer
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
OFFICES: How do I add a Company office? View answer
Users, Offices
TECHNICAL: What is SFTP? View answer
TECHNICAL: How do I install the Outlook Add-In? View answer
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
Invoice Approval, Invoices
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
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
REPORTS: How can I view reports that were shared with me? View answer
Reports
FIRMS: How do I connect a firm to the company database? View answer
USERS: How can I re-activate a user? View answer
LAW FIRM/VENDOR: How can I change a firm address?
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer
Invoice Approval, Invoice Audits
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Timekeeper
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
