This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor, Budgets
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
Law Firm/Vendor: ACCRUALS: Will invoices be posted during the accruals window? View answer
Law Firm/Vendor: ACCRUALS: Will a firm receive email notifications to submit accruals after a matter is closed? View answer
Law Firm/Vendor: ACCRUALS: Why does the red exclaimation point appear even after a law firm has entered accruals? View answer
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
Law Firm/Vendor: ACCRUALS: What should the firm enter if there are no unbilled amounts for the period? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's prior months unbilled amount? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
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 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: If the firm hasn't entered their accruals/unbilled amounts, can they still upload their invoices? View answer
Law Firm/Vendor: ACCRUALS: How does a firm know when the next accrual period takes place? View answer
Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
Law Firm/Vendor: ACCRUALS: How can a firm check to see if their accruals saved? 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
Law Firm/Vendor: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
USERS: How do I remove a Delegate? View answer
Users
USERS: Can I add or remove a Delegate for another Tracker User? View answer
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Budgets
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
Invoices
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
Technical
OFFICES: How do I add a Company office? View answer
Users, Offices
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
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
Invoice Approval, Invoices
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