This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
USERS: How can I add a firm admin to a firm? View answer
Users
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
OnePass
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor, OnePass
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
Office Vendor Number
OFFICE VENDOR NUMBER: What are Office Vendor Numbers? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor number on an invoice, so that it attaches to future invoices from that firm? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
MISC: How do I get my Tracker invoices posted to Tracker? View answer
Misc
USERS: How do I grant a user special matter access? View answer
MATTER UPLOAD: How many matters can I update at a time? View answer
Matter Upload
MATTER UPLOAD: How many matters can I create at a time? View answer
USERS: How do I limit a users access to matters? View answer
MATTER UPLOAD: How many matters can I close at a time? View answer
Law Firm/Vendor: EMAILS: What should the firm do if they did not receive their new user email? View answer
Law Firm/Vendor, Emails
USERS: What is special matter access? View answer
ACCRUALS: How do I set it so a firm does not need to enter accruals? View answer
Accruals
MATTER GROUPS: Why can't I close a matter group? View answer
Matter Management
ACCOUNTING CODES: What happens if accounting codes are required but not provided? View answer
Accounting Codes
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
Invoices
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
Invoice Approval
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
DASHBOARDS: How do Dashboards differ from reports? View answer
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
ACCRUALS: How long do firms have to post accruals? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
ACCOUNTS PAYABLE: Who can upload payment data in Tracker? View answer
ACCOUNTS PAYABLE: Who can create a new AP route? View answer
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
Invoice Approval, Invoice Audits
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
BUDGETS: Who receives an email notification when a law firm budget changes? View answer
Budgets
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
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