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: USERS:Why is the firm getting a message that the user id is unavailable when they try to add a new user? View answer
Law Firm/Vendor, Users
ACCOUNTS PAYABLE: How do I update the Summary format? View answer
Accounts Payable
Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer
ACCOUNTS PAYABLE: What is an AP batch? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor, Invoicing
PRACTICE GROUPS: What happens to existing matters if I re-organize a practice group? View answer
Practice Groups
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
Accruals
USERS: How do I set myself as the Tracker Coordinator? View answer
Users
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
Invoice Approval
MATTER UPLOAD: How many matters can I close at a time? View answer
Matter Upload
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
BUDGETS: Who receives an email notification when a law firm budget changes? View answer
Budgets
DOCUMENTS: How do I create a new document folder? View answer
Documents
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor, OnePass
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
REPORTS: Can I share reports with someone outside of Tracker? View answer
Reports
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
REPORTS: How do I find a list of all my of firms and their main contacts? View answer
INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer
DASHBOARDS: How do I go back to the original view on my Action items page? View answer
Dashboards
INVOICES: How do I attach a file to an invoice that the law firm forgot to attach? View answer
Invoices
REPORTS: How do I report on the audit history of a Matter? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
Law Firm/Vendor, Firm Profile
BUDGETS: Who receives an email notification for budgets pending approval? View answer
MATTER MANAGEMENT: Can I use bulk update to edit the status report requirement for all matters? View answer
Matter Management
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
MATTER MANAGEMENT: How do I edit a matter profile? View answer
BUDGETS: How do I report on spending to budgets? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
TEMPLATES: Why can I not uncheck some fields? View answer
Templates
REPORTS: Can I make a report public so other user's can use it? View answer
ACCOUNTING CODES: If there is no Accounting Code Reviewer, who reviews the accounting codes? View answer
Accounting Codes
ACCOUNTS PAYABLE: How many people can receive the AP batch email? View answer
MATTER PARTICIPANTS: What does no special matter/report access privilege mean? View answer
Matter Participants
TIMEKEEPERS: Can I change the effective date for a timekeeper rate sheet? View answer
Timekeeper
ACCRUALS: How long do firms have to post accruals? View answer
REPORTS: How do I remove columns from my report? View answer
TIMEKEEPERS: Can a law firm see comment when I modify a timekeeper's rate on a rate sheet? View answer
BUDGETS: Are emails sent when a company budget is entered? View answer
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
BUDGETS: What happens if I do not approve a budget? View answer
REPORTS: How do I use reports to determine a user's matter role? View answer
SUBSTATNIVE LAW: What happens to existing matters if I deactive a substantive law category? View answer
Substantive Law
REPORTS: Why are my results different than my colleague's? View answer
INVOICES: Can a firm post an invoice across more than one matter? View answer
REPORTS: How do I save my report? View answer
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
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