This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
TIMEKEEPERS: Can I change the currency for a timekeeper on the timekeeper rate sheet? View answer
Timekeeper
TEMPLATES: How do I make a field required? View answer
Templates
REPORTS: Can I report on custom fields? View answer
Reports
TEMPLATES: How do I edit the field options for a custom field? View answer
TEMPLATES: How do I make a field optional? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor, Firm Profile
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
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? 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: TIMEKEEPERS: Does a new default rate on a timekeeper rate sheet override a matter specific rate? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? 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: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? 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, Users
USER PROFILE: How do I change my email address in Tracker? View answer
User Login, Users
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
VOLUME DISCOUNTS: What is a volume discount? View answer
Firm Profile
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer
Invoice Approval, Invoice Audits
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
FIRMS: How do I connect a firm to the company database? View answer
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
FIRMS: How do I reactivate an inactive firm? View answer
TECHNICAL: What is the SharePoint Online Integration? View answer
Technical
TECHNICAL: What is SSO? View answer
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
INVOICE AUDITS: What is an invoice audit? View answer
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
OFFICES: How do I add a Company office? View answer
Users, Offices
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
Invoices
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
Alternative Fee Arrangements
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
Legal Hold
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
