This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TEMPLATES: How do I make a field required? View answer
Templates
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
Accounts Payable
TEMPLATES: How do I edit the field options for a custom field? View answer
USERS: How do I login after being locked out for inactivity? View answer
Users
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? View answer
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
Law Firm/Vendor, Accruals
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
SETUP: How many days can a firm post their invoice after a matter is closed? View answer
Setup
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
REPORTS: Why is my report different than my Dashboard? View answer
Reports
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
ACCRUALS: How do I post accruals? View answer
Accruals
ACCRUALS: How do I modify the accrual calendar? View answer
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
REPORTS: What are detailed rows in reporting? 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
Law Firm/Vendor, Budgets
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
Invoices
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
Law Firm/Vendor: INVOICING: How does a firm edit an invoice? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? 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 post a flat fee invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor: INVOICING: How can a firm show a past due balance on an invoice? View answer
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 see the status of their invoices? View answer
Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
Law Firm/Vendor: INVOICING: How does a firm show a credit on 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
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