This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: Can a firm have multiple locations under one profile? View answer
Law Firm/Vendor, Firm Profile
ONEPASS: What is OnePass? View answer
OnePass
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
Invoice Audits
Law Firm/Vendor: FIRM PROFILE: How can a firm see who has created an office profile? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
Law Firm/Vendor, Timekeeper
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
Matter Management
SETUP: How can I change how many days a firm has to post their final invoice? View answer
Setup
Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
REPORTS: What are report filters? View answer
Reports
REPORTS: How do I get a list of my open and closed matters? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
Law Firm/Vendor, OnePass
TIMEKEEPERS: Can I change the effective date for a timekeeper rate sheet? View answer
Timekeeper
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
Invoice Approval
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
Accounts Payable
USERS: How do I deactivate a company user? View answer
Users
Law Firm/Vendor: BUDGETS: What should the firm do if they have submitted a budget and the invoice is still on hold? View answer
Law Firm/Vendor, Budgets
OFFICE VENDOR NUMBER: Can office vendor numbers be required for some of my AP routes? View answer
Office Vendor Number
Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer
DASHBOARDS: Why do I no longer see my Dashboard? View answer
Dashboards
ORGANIZATIONALUNITS: Is there a limit on the number of organization units I can create? View answer
Organizational Units
Law Firm/Vendor: INVOICING: What firm remittance information gets populated on an invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm see the status of their invoices? View answer
ACCRUALS: How do I change my accrual period? View answer
Accruals
SUBSTANTIVE LAW: How do I add a substantive law category? View answer
Substantive Law
ACCOUNTING CODES: How do I update matter accounting code allocations? View answer
Accounting Codes
ACCOUNTS PAYABLE: What is an AP batch? 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
INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer
DOCUMENTS: What happens if I de-activate a folder? View answer
Documents
REPORTS: How do I change how my report is sorted? View answer
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
ACCOUNTS PAYABLE: What is the Spreadsheet format? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer
Law Firm/Vendor: BUDGETS: Can a user with Billing Only access post budgets? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
TEMPLATES: How do I create a custom field? View answer
Templates
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
ACCOUNTS PAYABLE: What is the Summary format? View answer
CONTRACTS: How do I submit a contract? View answer
Contracts
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
ACCOUNTS PAYABLE: How do I rename an AP route? View answers
Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer
Law Firm/Vendor, Users
REPORTS: Why do some columns not subtotal? View answer
Law Firm/Vendor: INVOICING: Can a firm admin post invoices to any matter? View answer
Law Firm/Vendor
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
ACCOUNTS PAYABLE: What does it mean to rerun a previous AP batch? View answer
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