This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
Law Firm/Vendor, Invoicing
MATTER UPLOAD: Can I bulk update a custom field through matter upload? View answer
Matter Upload
MATTER UPLOAD: How many matters can I close at a time? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
MISC: How do I add a company specific field help? View answer
Misc
Law Firm/Vendor: INVOICING: Where can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: What should a firm do if there are more than 50 line items when using the LEDES Generator? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor number on an invoice, so that it attaches to future invoices from that firm? View answer
Office Vendor Number
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
ONEPASS: If my company is not using OnePass for Tracker, can I still connect my account to OnePass? View answer
OnePass
ONEPASS: What is OnePass? View answer
Law Firm/Vendor: INVOICING: If a firm/vendor is reposting the difference of a reduced invoice, can they use the original invoice number? View answer
ONEPASS: Why do I not see an option to reset a company user's password? View answer
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
Law Firm/Vendor: INVOICING: How to upload a LEDES file? View answer
ORGANIZATIONAL UNITS: How do I move organizational units? View answer
Organizational Units
ORGANIZATIONAL UNITS: What happens if I deactivate an organizational unit? View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
REPORTS: Can I share reports with someone outside of Tracker? View answer
Reports
REPORTS: How do I clone a report? View answer
REPORTS: How do I report on dates and events in Tracker? View answer
Law Firm/Vendor: INVOICING: Can a firm be prevented from posting non-LEDES invoices in Tracker if we require LEDES invoices? View answer
REPORTS: How do I see our spend for the year? View answer
REPORTS: How do I share reports? View answer
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
Law Firm/Vendor, Firm Profile
REPORTS: What are report tags? View answer
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
Accounts Payable
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
Accruals
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
Invoice Approval
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Matter Management
VOLUME DISCOUNTS: What is a volume discount? View answer
ACCOUNTS PAYABLE: What does it mean to rerun a previous AP batch? View answer
ACCOUNTING CODES: What are "Default Accounting Code Allocations"? View answer
Accounting Codes
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Invoices
BUDGETS: What is a company budget? View answer
Budgets
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
BUDGETS: What is a departmental budget? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
Alternative Fee Arrangements
ACCRUALS: How do I change my accrual period? View answer
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
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