This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ACCRUALS: What is a firm's prior months unbilled amount? View answer
Law Firm/Vendor, Accruals
DOCUMENTS: How do I report on the different Document fields? View answer
Documents
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
MATTER MANAGEMENT: How do I merge matters? View answer
Matter Management
FIRMS: What if I don't see my firm in Tracker? View answer
Firms
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
Invoice Approval, Invoice Audits
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: What does it mean to rerun a previous AP batch? View answer
Accounts Payable
REPORTS: How do I know what currency an invoice is on my report? View answer
Reports
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
Invoice Approval
Law Firm/Vendor: INVOICING: Can a firm be prevented from posting non-LEDES invoices in Tracker if we require LEDES invoices? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer
ACCOUNTS PAYABLE: What is the Spreadsheet format? View answer
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
ONEPASS: Why do I not see an option to reset a company user's password? View answer
OnePass
What is a Web Service? View answer
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor, OnePass
ACCRUALS: Why are accruals not appearing on a matter? View answer
Accruals
REPORTS: What are report filters? View answer
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
Timekeeper
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
USERS: Can I add or remove a Delegate for another Tracker User? View answer
Users
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
USERS: How do I set myself as the Tracker Coordinator? View answer
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor, Matter Management
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor, Timekeeper
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
Matter Upload
USERS: How do I grant a user access to all matters? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
REPORTS: Can I report on custom fields? View answer
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
SETUP: How do I create a matter group? View answer
Setup
INVOICE APPROVAL: What is an invoice approval threshold? View answer
INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
USERS: Can I limit a Company System Admin's access in Tracker without changing their system role? View answer
SETUP: What is a matter group? View answer
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
Organizational Units
TEMPLATES: How do I change matter template fields? View answer
Templates
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