This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: ACCRUALS: Can a firm enter their unbilled amounts outside of the accrual window? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: FIRM PROFILE: What happens to Firm Users if their office profile is deactivated? View answer
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: INVOICING: Can a firm be prevented from posting non-LEDES invoices in Tracker if we require LEDES invoices? View answer
Law Firm/Vendor: INVOICING: What should a firm enter for the client/matter #? View answer
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Can a firm post one invoice across multiple matters? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm have multiple locations under one profile? View answer
Law Firm/Vendor: FIRM PROFILE: How can a firm deactivate an office? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? 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
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's prior months unbilled amount? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor: BUDGETS: How do I know who entered the budget? View answer
Law Firm/Vendor: USERS: How does a firm user set a user as delegate for every user at the firm? View answer
Law Firm/Vendor: INVOICING: What firm remittance information gets populated on an invoice? View answer
Law Firm/Vendor: INVOICING: What should a firm do if they have invoices to post after the matter is resolved? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
MISC: How do I add a company specific field help? View answer
Misc
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor, Training
ACCOUNTS PAYABLE: What if my Accounts Payable departments need different invoice information? View answer
Accounts Payable
ACCOUNTS PAYABLE: What information can I upload into Tracker using Reverse Feed? View answer
REPORTS: How do I add a graph to my report? View answer
Reports
MATTER UPLOAD: How many matters can I update at a time? View answer
Matter Upload
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
ORGANIZATIONAL UNITS: How do I deactivate an organizational unit? View answer
Organizational Units
LEDES ADJUSTMENT: Can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer
DOCUMENTS: What happens if I de-activate a folder? View answer
Documents
BUDGETS: How do I view a budget? View answer
Budgets
FIRMS: What if I don't see my firm in Tracker? View answer
Firms
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
REPORTS: How do I know what currency an invoice is on my report? View answer
OFFICE VENDOR NUMBER: Who is responsible for providing an office vendor number for the vendor if they are required by the AP route? View answer
Office Vendor Number
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
Invoice Audits
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
Accruals
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com