This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: How do I add columns to my report? View answer
Reports
INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer
Invoice Approval
Law Firm/Vendor: CLIENT: Why does it say a Law Firm User has no access to our database? View answer
Law Firm/Vendor, Client
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
Accounts Payable
FIRMS: What do I do if I have attached the wrong firm profile? View answer
Firms
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
Budgets
REPORTS: How do I add a filter to my report? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: What should a firm do if there are more than 50 line items when using the LEDES Generator? View answer
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
USERS: Can I limit a Company System Admin's access in Tracker without changing their system role? View answer
Users
ACCOUNTS PAYABLE: Why is the vendor's name on the invoice different from the name in that vendor's Tracker profile View answer
BUDGETS: How do I edit a budget? View answer
Law Firm/Vendor: INVOICING: What does it mean when a law firm says my invoice has audits? View answer
Law Firm/Vendor: INVOICING: Who at the firm can re-post a rejected invoice? View answer
PRACTICE GROUPS: What happens to existing matters if I re-organize a practice group? View answer
Practice Groups
LEDES ADJUSTMENT: Can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
ONEPASS: What should I do if my username isn't working? View answer
OnePass
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor, Accruals
DASHBOARDS: How do I make "My Dashboard" my homepage when I sign in to Tracker? View answer
Dashboards
BUDGETS: Are emails sent when a company budget is entered? 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
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
Accruals
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor, Firm Profile
SETUP: What are billing guidelines? View answer
Setup
ACCOUNTING CODES: How can I ensure that invoices are never sent to Accounts Payable without proper accounting codes? View answers
REPORTS: How do I add a graph to my report? View answer
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
REPORTS: Why am I unable to schedule reports? View answer
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
Matter Participants
BUDGETS: Can I lock our budget? View answer
ACCOUNTS PAYABLE: How do I update accounting codes in invoices that have already been batched? View answer
TIMEKEEPERS: How do I submit a rate sheet on behalf of a firm? View answer
Timekeeper
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
ACCRUALS: Will the firm be notified that the accrual amount they entered has beed edited? View answer
REPORTS: How do I report on the audit history of a Matter? View answer
Law Firm/Vendor: INVOICING: How can a firm post a LEDES invoice that has been rejected in error, if their books have been closed for the year? View answer
REPORTS: How do I use reports to determine a user's matter role? View answer
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor, Matter Management
DASHBOARDS: How do I share my Dashboards? View answer
BUDGETS: How do I view a budget? View answer
USERS: Can I delete a company user? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm create a new office? View answer
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
Law Firm/Vendor, Reports
ACCRUALS: Why are accruals not appearing on a matter? View answer
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
Invoices
USER LOGIN: How do I reset another user's password? View answer
User Login
Law Firm/Vendor: ACCRUALS: What is a firm's prior months unbilled amount? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
