This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: Who can reverse an invoice? View answer
Invoice Approval
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
Reports
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
Matter Management
MATTER MANAGEMENT: Who can close a matter? View answer
Law Firm/Vendor: INVOICING: Can a firm re-use the same invoice number when reposting a rejected invoice? View answer
Law Firm/Vendor, Invoicing
REPORTS: How do I schedule reports? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
Matter Participants
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
REPORTS: Why is my report different than my Dashboard? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
SETUP: How can I change how many days a firm has to post their final invoice? View answer
Setup
INVOICE APPROVAL: How do I reverse an invoice? View answer
SETUP: How do I get my name to appear at the bottom of the page as the primary contact? View answer
MATTER PARTICIPANTS: Why does a participant appear multiple times on matter participants list? View answer
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer
ACCRUALS: How do I post accruals? View answer
Accruals
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
Invoices
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
ACCRUALS: How do I determine when to run the accruals report? View answer
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
USERS: How do I change a user's system role? View answer
Users
USERS: How do I deactivate a company user? View answer
ACCRUALS: How do I change my accrual period? View answer
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor, Budgets
ACCRUALS: How can I enforce firm compliance with my company's accrual settings? View answer
USERS: How do I grant a user access to all matters? View answer
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
USERS: How do I limit a users access to matters? View answer
USERS: How do I set myself as the Tracker Coordinator? View answer
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
ACCOUNTS PAYABLE: Why is the "Billed To" information on my invoice different from that of the matter profile? View answer
Accounts Payable
USERS: Why am I unable to deactivate a user? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
FIRMS: How do I add a firm to Tracker? View answers
Firms
ACCOUNTS PAYABLE: What is the Summary format? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
Alternative Fee Arrangements
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
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