This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: How can I update a timekeeper rate if I accidentally approved a timekeeper rate for all matters instead of this matter only? View answer
Timekeeper
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
Organizational Units
DOCUMENTS: How do I create a new document folder? View answer
Documents
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
Law Firm/Vendor, Accruals
ACCOUNTING CODES: If there is no Accounting Code Reviewer, who reviews the accounting codes? View answer
Accounting Codes
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
Invoices
What is the maximum size document I can upload to Tracker? View answer
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
Invoice Approval
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
USERS: How do I grant a user access to all matters? View answer
Users
LEGAL HOLD: Can I create a Legal Hold in Tracker? View answer
Legal Hold
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
Office Vendor Number
MATTER UPLOAD: Why don't I see the Matter Upload tab? View answer
Matter Upload
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
Alternative Fee Arrangements
INVOICE APPROVAL: How do I apply a credit? View answer
INVOICE APPROVAL: How do I approve an invoice? View answer
USERS: How do I change the Tracker Coordinator or Backup Tracker Coordinator? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
OFFICE VENDOR NUMBER: What is the difference between office vendor numbers and accounting codes? View answer
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
USERS: Can I delete a firm user? View answer
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
ACCRUALS: How do I determine what values comprise the unbilled total? View answer
Accruals
REPORTS: What are report tags? View answer
Reports
REPORTS: What is an Advanced Filter? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
Law Firm/Vendor: STATUS REPORT: What should a firm enter if there is no update to the matter? View answer
Law Firm/Vendor, Status Report
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor, Firm Profile
ACCRUALS: How do I turn off accruals for all matters? View answer
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor, Training
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor, Users
REPORTS: Why does an organizational unit not appear in my "select from list" on my Report filter? View answer
Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
INVOICES: What is the difference between live and memo invoicing? View answer
TEMPLATES: How do I use conditional fields on a templates? View answer
Templates, Matter Management, Matter Creation
BUDGETS: Are budgets required on closed matters? View answer
Budgets
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
INVOICES: How do I post an invoice on behalf of a third party? View answer
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
Law Firm/Vendor, Invoicing
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