This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: How do I create a company budget? View answer
Budgets
ACCOUNTS PAYABLE: How do I know what invoices are going to be included in the next AP batch? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for just one AP route? View answer
BUDGETS: Do budgets impact task code alerts? View answer
LEGAL HOLD: How do I create a linked Legal Hold Matter in Tracker? View answer
Legal Hold
TECHNICAL: What is SSO? View answer
Technical
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
BUDGETS: Are emails sent when a company budget is due? View answer
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
Accruals
ACCRUALS: Why are accruals not appearing on a matter? View answer
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
ACCOUNTS PAYABLE: How do I update the Spreadsheet format? View answer
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
Invoice Approval, Invoices
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
ACCRUALS: How do I include accrual information outside of the pre-configured report? View answer
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
Invoice Approval
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
ACCOUNTS PAYABLE: What does it mean to "manually run" an AP batch? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
USERS: How do I login after being locked out for inactivity? View answer
Users
ACCOUNTS PAYABLE: What is an AP batch? View answer
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
FIRMS: How do I add a firm to Tracker? View answers
Firms
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
FIRMS: How can I deactivate an office I created an error? View answer
Law Firm/Vendor: USERS: How does a firm user set a user as delegate for every user at the firm? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
ACCOUNTING CODES: Can accounting code review be delegated? View answer
Accounting Codes
EXTERRO: What is Exterro? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
BUDGETS: How to I create custom phased budgets? View answer
Budgets, Phased Budget
FIRMS: What if I don't see my firm in Tracker? View answer
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
DASHBOARDS: How do I get access to Dashboards? View answer
Dashboards
DASHBOARDS: How do I customize the "My Dashboard"? View answer
DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer
Emails, Matter Creation, Matter Upload, Documents
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
Invoices
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
Timekeeper
DASHBOARDS: How do I configure my dashboard? View answer
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
