This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
Accounts Payable
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
Invoice Approval
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
Accruals
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
BUDGETS: How do I change the currency on a Budget? View answer
Budgets
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
Alternative Fee Arrangements
USERS: How can I re-activate a user? View answer
Users
ACCOUNTS PAYABLE: What kinds of invoices can be included in the AP Batch? View answer
BUDGETS: Do budgets impact task code alerts? View answer
BUDGETS: Can I lock our budget? View answer
ACCRUALS: How do I modify the accrual calendar? View answer
ACCRUALS: How do I post accruals? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
TECHNICAL: What is the SharePoint Online Integration? View answer
Technical
TECHNICAL: What is SSO? View answer
TECHNICAL: How do I install the Outlook Add-In? View answer
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
ACCRUALS: How is the Unbilled total calculated? View answer
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
ACCOUNTING CODES: How do I set default accounting code allocations? View answer
Accounting Codes
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
ACCOUNTS PAYABLE: What is an AP route? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
FIRMS: How do I add a firm to Tracker? View answers
Firms
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
FIRMS: How do I change the name of a firm? View answer
How is the Mark Read Function turned on? View answer
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
FIRMS: How can I deactivate an office I created an error? View answer
USERS: Can I add or remove a Delegate for another Tracker User? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? 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: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
Law Firm/Vendor, Users
ACCOUNTS PAYABLE: How do I manually run an AP batch? View answer
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
USERS: If I am locked out, will my Delegates be locked out as well? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How can a firm determine if client requires activity codes? View answer
Law Firm/Vendor: INVOICING: How can a firm convert an invoice to a LEDES file? View answer
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