This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
OUTLOOK: How do I enable the Outlook add-in? View answer
Outlook
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
Alternative Fee Arrangements
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Matter Management
MATTER TYPE TEMPLATES: How do I remove a custom field from a Matter Type Template? View answer
Templates
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
What is the Mark Read function? View answer
Documents
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
USER LOGIN: What is OnePass? View answer
User Login
USERS: How can I add a firm admin to a firm? View answer
Users
USERS: How do I add a user if i get the error message "email address already in use"? View answer
USERS: How do I give reporting only access to a user? View answer
USERS: How do I grant a user access to all matters of a certain kind? View answer
USERS: How do I grant a user special matter access? View answer
USERS: How do I see the delegates for another User? View answer
USERS: Why can't I change the Tracker Coordinator? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Do firms receive an email notification or an alert when payment has posted? View answer
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
Law Firm/Vendor, Reports
Law Firm/Vendor: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer
Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer
Law Firm/Vendor: ACCRUALS: If the firm hasn't entered their accruals/unbilled amounts, can they still upload their invoices? View answer
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
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: How does a firm user enter a budget? View answer
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor: CLIENT: Where can firm users see our contact information? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: CLIENT: Where does a firm export a list of all their Clients? 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
Law Firm/Vendor: FIRM PROFILE: What should I do if a Firm has more than one profile? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: Can firms tell if their clients require LEDES invoices? View answer
Law Firm/Vendor: INVOICING: How can a firm convert an invoice to a LEDES file? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? View answer
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
Law Firm/Vendor: INVOICING: How does a firm Canadian firm enter tax View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: INVOICING: How does a firm post multiple invoices to multiple matters? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
Law Firm/Vendor: INVOICING: Using the LEDES Generator, is there a way for a firm user to save what has been entered and come back to it later? View answer
Law Firm/Vendor: INVOICING: What firm remittance information gets populated on an invoice? View answer
Law Firm/Vendor: INVOICING: What should a firm do if they have invoices to post after the matter is resolved? View answer
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: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
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