This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICES: Can a firm post an invoice across more than one matter? View answer
Invoices
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
Matter Participants
INVOICE APPROVAL: How do I approve an invoice? View answer
Invoice Approval
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
REPORTS: How do I see my spend vs. budget for the last year? View answer
Reports
REPORTS: How do I see our spend for the year? View answer
ACCOUNTING CODES: How do I edit accounting code labels? View answer
Accounting Codes
Law Firm/Vendor: INVOICING: What should a firm enter for the client/matter #? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
Accounts Payable
BUDGETS: How do I change the currency on a Budget? View answer
Budgets
Law Firm/Vendor: INVOICING: How to attach a document? View answer
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
Law Firm/Vendor: INVOICING: How does a firm show a discount on an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm appeal an invoice reduction? View answer
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
USERS: How do I remove a Delegate? View answer
Users
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
Accruals
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
Law Firm/Vendor: INVOICING: Can a firm re-use the same invoice number when reposting a rejected invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
Law Firm/Vendor, Timekeeper
INVOICE APPROVAL: What is the definition of BGR? View answer
Invoice Approval, Invoice Audits
ACCOUNTS PAYABLE: What does it mean to "automatically run" an AP batch? View answer
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
Law Firm/Vendor, OnePass
ACCOUNTING CODES: Can I edit the accounting codes of an individual invoice? View answer
ACCRUALS: How do I determine if there are currently any pending invoices included in accruals? View answer
ACCOUNTING CODES: How will the Accounting Code Reviewer know when a matter's accounting codes are pending their re View answer
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
Alternative Fee Arrangements
Law Firm/Vendor: EMAILS: What should the firm do if they did not receive their new user email? View answer
Law Firm/Vendor, Emails
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor, Status Report
ACCOUNTS PAYABLE: How do I manually run an AP batch? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
Law Firm/Vendor, Budgets
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
Invoice Audits
USERS: Can I delete a company user? View answer
INVOICE AUDITS: What are UTBMS expense guidelines? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
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