This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
Office Vendor Number
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
TEMPLATES: What is the purpose of conditional fields? View answer
Templates, Matter Creation, Matter Management
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
Invoices
TRAINING: What recorded trainings are available for company users? View answer
Training
SETUP: How many days can a firm post their invoice after a matter is closed? View answer
Setup
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
Accounts Payable
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
Budgets
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
TIMEKEEPERS: Why is the new timekeeper audit triggering even though the law firm has submitted a rate sheet for the timekeeper? View answer
Timekeeper
ACCOUNTS PAYABLE: What information can I upload into Tracker using Reverse Feed? View answer
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
Invoice Approval, Invoice Audits
MATTER MANAGEMENT: How do I clone a matter? View answer
Matter Management
MATTER MANAGEMENT: How do I delete a matter? View answer
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
Matter Participants
TIMEKEEPERS: How do I submit a rate sheet on behalf of a firm? View answer
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
MATTER MANAGEMENT: How do I submit a status report? View answer
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
TIMEKEEPERS: Can you delegate timekeeper rate review? View answer
Law firm/vendor: USERS: Does the email domain of a new firm user have to match the domain name of the the firm lead system administrator? View answer
Users
ACCOUNTS PAYABLE: How do I edit an existing AP route? View answer
TIMEKEEPERS: Can I change the currency for a timekeeper on the timekeeper rate sheet? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
REPORTS: Can I make a report public so other user's can use it? View answer
Reports
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
Law Firm/Vendor, Accruals
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
DASHBOARDS: How do I configure my dashboard? View answer
Dashboards
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
Law Firm/Vendor, Firm Profile
FIRMS: How do I give a firm user all matter access? View answer
Firms
Law Firm/Vendor: ACCRUALS: Can a firm enter their unbilled amounts outside of the accrual window? View answer
REPORTS: How do I get a list of my open and closed matters? View answer
ACCRUALS: What is the difference for Accruals between “Save” and “Save & Approve”? View answer
Accruals, Matter Management
REPORTS: How do I schedule reports? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor, Invoicing
Is FileZone required to use the Outlook Add-In? View answer
Law Firm/Vendor: INVOICING: Can a firm user post invoices? View answer
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
Invoice Approval
USERS: What is special matter access? View answer
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