This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: What is an Advanced Filter? View answer
Reports
REPORTS: What are report tags? View answer
REPORTS: How do I schedule reports? View answer
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Timekeeper
ACCRUALS: How do I determine what values comprise the unbilled total? View answer
Accruals
SUBSTANTIVE LAW: How do I add a substantive law category? View answer
Substantive Law
REPORTS: How do I know what type of report to run? View answer
TEMPLATES: How do I create a custom field? View answer
Templates
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
Law Firm/Vendor: INVOICING: How to attach a document? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor, Timekeeper
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
Accounts Payable
REPORTS: How do I find a list of all my of firms and their main contacts? 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: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
BUDGETS: What is a company budget? View answer
Budgets
REPORTS: How do I use the Advanced Filter? View answer
REPORTS: Where did my subtotals go when I exported my report to Excel? View answer
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
Office Vendor Number
REPORTS: How do I share reports? View answer
REPORTS: Why am I unable to schedule reports? View answer
REPORTS: How do I see our spend for the year? View answer
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
Organizational Units
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
REPORTS: How would someone with reports only access be able to see matter information? View answer
USER LOGIN: How do I reset another user's OnePass password? View answer
User Login
ORGANIZATIONAL UNITS: How do I deactivate an organizational unit? View answer
REPORTS: What are report filters? View answer
REPORTS: How do I see a list of stuck invoices? View answer
REPORTS: Why is my report different than my Dashboard? View answer
USER LOGIN: How do I find my OnePass username? View answer
TIMEKEEPERS: Why does the Timekeeper Rate Report show more than one approved rate for a timekeeper? View answer
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, what happens to pending invoices? View answer
TIMEKEEPERS: Where does the Index rate come from? View answer
TIMEKEEPERS: What is the Index? View answer
TIMEKEEPERS: If I approve a timekeeper audit for all matters, will this supplant the rate on the rate sheet? View answer
SETUP: How do I get my name to appear at the bottom of the page as the primary contact? View answer
Setup
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
ORGANIZATIONAL UNITS: What happens to existing matters if I re-organize an organizational unit? View answer
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
PRACTICE GROUPS: How do I edit a practice group? View answer
Practice Groups
TIMEKEEPERS: How do I review a timekeeper rate sheet? View answer
REPORTS: Can anyone else see my reports list? View answer
TIMEKEEPERS: How do I determine if/when a rate sheet expires? View answer
REPORTS: Can I make a report public so other user's can use it? View answer
SETUP: What are billing guidelines? View answer
SUBSTANTIVE LAW: How do I deactivate a substantive law category? View answer
TIMEKEEPERS: How do I confirm is the timekeeper rate is matter specific or a default rate? View answer
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