This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
Alternative Fee Arrangements
OFFICE VENDOR NUMBER: Who is responsible for providing an office vendor number for the vendor if they are required by the AP route? View answer
Office Vendor Number
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
Invoice Approval
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
USERS: How do I grant a user access to all matters of a certain kind? View answer
Users
Law Firm/Vendor: FIRM PROFILE: I am the Lead System Administrator, why does my name not appear on the bottom of the screen? View answer
Law Firm/Vendor, Firm Profile
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
ACCOUNTING CODES: What are accounting codes? View answer
Accounting Codes
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer
Law Firm/Vendor, Status Report
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
REPORTS: How do I share reports? View answer
Reports
USERS: Can I change the time window for user inactivity? View answer
ALTERNATIVE FEE ARRANGEMENTS: Why isn’t there a Firms tab on my Matter? View answer
REPORTS: Why can I not share a report with a law firm user? View answer
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
REPORTS: How do I use reports to determine a user's matter role? View answer
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
OUTLOOK: How do I enable the Outlook add-in? View answer
Outlook
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
REPORTS: Why am I unable to schedule reports? View answer
REPORTS: How do I save my report? View answer
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
Accounts Payable
REPORTS: How do I report on dates and events in Tracker? View answer
LEGAL HOLD: Can I create a Legal Hold in Tracker? View answer
Legal Hold
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
Invoice Approval, Users
TEMPLATES: How do I create a custom field? View answer
Templates
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
REPORTS: How do I clone a report? View answer
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
REPORTS: How do I add tags to my report? View answer
REPORTS: How do I add a filter to my report? View answer
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
Invoices
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
PRACTICE GROUPS: Is there a limit on the number of Practice Groups I can create? View answer
Practice Groups
Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
Law Firm/Vendor: ACCRUALS: Will invoices be posted during the accruals window? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
Law Firm/Vendor: FIRM PROFILE: What should I do if a Firm has more than one profile? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm have multiple locations under one profile? View answer
Law Firm/Vendor: FIRM PROFILE: Can firm users be in two firm profiles? View answer
Law Firm/Vendor: ACCRUALS: Can a firm edit their accruals information? View answer
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