This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: What is the Index? View answer
Timekeeper
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
Invoice Approval
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
Law Firm/Vendor, Invoicing
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
INVOICE APPROVAL: How do I change who approves an invoice? View answer
MATTER MANAGEMENT: How do I merge matters? View answer
Matter Management
MATTER MANAGEMENT: How do I edit the matter options? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
MATTER MANAGEMENT: How do I disable the status report requirement at the matter level? View answer
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
MATTER MANAGEMENT: Who can close a matter? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
Law Firm/Vendor: CUSTOM CODES: Can the firm see a list of our custom task codes? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
MATTER MANAGEMENT: How do I add a user to a matter? View answer
MATTER MANAGEMENT: How can I see what the firm sees? View answer
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: ACCRUALS: Can a firm enter their unbilled amounts outside of the accrual window? View answer
Law Firm/Vendor: BUDGETS: Why is the Law Firm being told they have to enter a budget every month? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor: BUDGETS: Who at the firm receives notice that a budget is due? View answer
Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer
INVOICES: How do I post an invoice on behalf of a third party? View answer
Invoices
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
INVOICES: How do I forward an invoice for approval if an approver is out of the office? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
INVOICE AUDITS: How can I restrict a firm from posting invoices from last year? View answer
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
Law Firm/Vendor: INVOICING: How can a firm change currency when reposting an invoice? View answer
TEMPLATES: How do I make a field required? View answer
Templates
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