This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I reverse an invoice? View answer
Invoice Approval
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
Law Firm/Vendor, Accruals
INVOICE APPROVAL: How do I reject an invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
Templates
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
Law Firm/Vendor, Invoicing
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: Can a firm re-use the same invoice number when reposting a rejected invoice? View answer
SETUP: How many days can a firm post their invoice after a matter is closed? View answer
Setup
REPORTS: Why is my report different than my Dashboard? View answer
Reports
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: How can a firm change currency when reposting an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
REPORTS: What are detailed rows in reporting? View answer
Law Firm/Vendor: INVOICING: How can a firm re-post an invoice that is more than 180 days old? View answer
REPORTS: How do I share reports? View answer
REPORTS: How do I see a list of approved Timekeeper rates for a firm? View answer
REPORTS: How do I schedule reports? View answer
Law Firm/Vendor: INVOICING: How does a firm edit an invoice? View answer
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
TIMEKEEPERS: Can a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
Timekeeper
Law Firm/Vendor: FIRM PROFILE: Can a firm have multiple locations under one profile? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
TIMEKEEPERS: How to I remove duplicate timekeepers? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
REPORTS: Can I add multiple filters to my report? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
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
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OnePass
Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer
ONEPASS: What is OnePass? View answer
ONEPASS: What do I do if I am not getting my security code? View answer
TIMEKEEPERS: What is a missing timekeeper? View answer
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