This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTS PAYABLE: What does an AP route manager do? View answer
Accounts Payable
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
Invoice Approval, Users
ACCOUNTS PAYABLE: How many Tracker users can be an AP route manager? View answer
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
ACCOUNTS PAYABLE: How do I set up my AP to run automatically? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
Alternative Fee Arrangements
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer
Law Firm/Vendor: BUDGETS: Can a user with Billing Only access post budgets? View answer
Law Firm/Vendor, Budgets
ACCOUNTS PAYABLE: How do I batch invoices outside of our regular AP schedule? View answer
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor, Accruals
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
ACCOUNTING CODES: What is the difference between matter AP codes and invoice AP codes? View answer
Accounting Codes
ACCOUNTS PAYABLE: How do I send Tax to my AP Department in the Firm’s Native Currency to comply with Tax Laws? View answer
Law Firm/Vendor: BUDGETS: How do I know who entered the budget? View answer
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Invoice Approval
ACCOUNTING CODES: How will the Accounting Code Reviewer know when an invoice's accounting codes are pending their View answer
ACCOUNTING CODES: How many different accounting code allocations can I create? View answer
ACCOUNTING CODES: How do I set default accounting code allocations? View answer
Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
How is the Mark Read Function turned on? View answer
Documents
Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
How do you make task code alerts by line item appear in Tracker? View answer
other
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
TIMEKEEPERS: How do I prevent invoice approvers from approving Timekeeper Audits? View answer
Timekeeper
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
TEMPLATES: Why can I not uncheck some fields? View answer
Templates
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
DASHBOARDS: What are Dashboards? View answer
Dashboards
TIMEKEEPERS: Can a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
DASHBOARDS: How do I go back to the original view on my Action items page? View answer
TIMEKEEPERS: How do I review a timekeeper rate sheet? View answer
TEMPLATES: Can conditional fields be used on existing matters? View answer
Templates, Matter Creation, Matter Management
TIMEKEEPERS: How do I see more than one prior timekeeper rate on the Timekeeper Rate Report? View answer
TRAINING: What recorded trainings are available for company users? View answer
Training
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
