This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Where can I see if my LEDES Speedpost was successful? View answer
REPORTS: How do I know what type of report to run? View answer
Reports
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor: INVOICING: What should a firm enter for the client/matter #? View answer
Law Firm/Vendor: INVOICING: What should a firm do if they have invoices to post after the matter is resolved? View answer
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
Accounts Payable
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
REPORTS: How do I schedule reports? View answer
REPORTS: How do I see my spend vs. budget for the last year? View answer
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
Law Firm/Vendor: INVOICING: What does it mean when a law firm says my invoice has audits? View answer
Law Firm/Vendor: INVOICING: Using the LEDES Generator, is there a way for a firm user to save what has been entered and come back to it later? View answer
ACCOUNTS PAYABLE: How do I change an AP route on an invoice? View answer
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
Dashboards
Law Firm/Vendor: INVOICING: How to attach a document? 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
PRACTICE GROUPS: What happens to existing matters if I edit a practice group? View answer
Practice Groups
PRACTICE GROUPS: What happens if I deactivate a practice group? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
PRACTICE GROUPS: How do I edit a practice group? View answer
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
Organizational Units
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer
ORGANIZATIONAL UNITS: How do I change an orgnizational unit on an existing matter? View answer
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OnePass
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
Office Vendor Number
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
ACCOUNTS PAYABLE: How do I update the Summary format? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
MISC: How do I get my Tracker invoices posted to Tracker? View answer
Misc
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
Invoice Approval, Users
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
ACCOUNTS PAYABLE: What does an AP route manager do? View answer
MATTER PARTICIPANTS: What does Report Access Only mean? View answer
Matter Participants
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? View answer
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
Invoice Approval
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
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