This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
SETUP: What are billing guidelines? View answer
Setup
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
Office Vendor Number
Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer
Law Firm/Vendor, Invoicing
OFFICE VENDOR NUMBER: Who can update office vendor numbers? View answer
INVOICE APPROVAL: How do I approve an invoice? View answer
Invoice Approval
OFFICE VENDOR NUMBER: Who is responsible for providing an office vendor number for the vendor if they are required by the AP route? View answer
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
Law Firm/Vendor, Firm Profile
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
Organizational Units
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
REPORTS: How do I change the currency in my report? View answer
Reports
Law Firm/Vendor: INVOICING: Where can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: Where can a firm see our rejection comments? View answer
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
FIRMS: What if I don't see my firm in Tracker? View answer
Firms
FIRMS: How do I give a firm user all matter access? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor, Users
PRACTICE GROUPS: How do I edit a practice group? View answer
Practice Groups
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
Invoices
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
INVOICE AUDITS: Will a non-LEDES invoice trigger invoice audits? View answer
Invoice Audits
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
REPORTS: How do I use the Advanced Filter? View answer
Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer
Law Firm/Vendor, Status Report
INVOICES: Why would I post a live invoice? View answer
INVOICES: Why would I post a memo entry invoice? View answer
REPORTS: What are report tags? View answer
REPORTS: How do I use reports to determine who has access to a matter? View answer
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
INVOICE AUDITS: How can I restrict a firm from posting invoices from last year? View answer
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
Matter Management
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
MATTER MANAGEMENT: How do I edit the matter options? View answer
REPORTS: What is an Advanced Filter? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
Law Firm/Vendor, OnePass
REPORTS: How do I see a list of stuck invoices? View answer
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
REPORTS: When do I need to use formulas in a report? View answer
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