This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer
Accruals, Matter Management
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
Invoices
USERS: Why can't I change the Tracker Coordinator? View answer
Users
DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer
Emails, Matter Creation, Matter Upload, Documents
USERS: Can I deactivate a firm user? View answer
TEMPLATES: How do I edit the field options for a custom field? View answer
Templates
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
Accounts Payable
TEMPLATES: How do I make a field required? View answer
How is the Mark Read Function turned on? View answer
Documents
DOCUMENTS: How does a user clear a document flag when Mark Read is required? View answer
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
USERS: How do I limit a users access to matters? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
Accruals
ACCOUNTING CODES: Can accounting code review be delegated? View answer
Accounting Codes
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
Law Firm/Vendor, Budgets
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
REPORTS: How do I share reports? View answer
Reports
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
Law Firm/Vendor: BUDGETS: What should the firm do if they have submitted a budget and the invoice is still on hold? View answer
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
REPORTS: What are detailed rows in reporting? View answer
ACCRUALS: How do I modify the accrual calendar? View answer
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
Legal Hold
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm reconcile a payment they received against the invoices they have posted? View answer
Law Firm/Vendor: INVOICING: How can a firm re-post an invoice that is more than 180 days old? View answer
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: INVOICING: Do firms receive an email notification or an alert when payment has posted? View answer
Law Firm/Vendor: INVOICING: How does a firm enter a discount on a non-LEDES invoice in Tracker? View answer
Law Firm/Vendor: INVOICING: How does a firm edit an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm post a LEDES invoice that has been rejected in error, if their books have been closed for the year? View answer
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
Law Firm/Vendor: INVOICING: How can a firm resolve EHUB error message that the client is not set up for billing when entering the invoice number? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
Law Firm/Vendor: INVOICING: How can a firm see the status of their invoices? View answer
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