This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
DOCUMENTS: Can I add a related document to a file? View answer
Documents
DOCUMENTS: Can I share links to documents with other users? View answer
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
Accruals
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor, Invoicing
What is the consequence of saving accruals but not approving before lockdown? View answer
Law Firm/Vendor: DASHBOARD: What does JOBS mean? View answer
Law Firm/Vendor, Dashboards
How do I change the inactivity timeout value? View answer
Is FileZone required to use the Outlook Add-In? View answer
What is the Outlook Add-In? View answer
How do you make task code alerts by line item appear in Tracker? View answer
other
What is FileZone? View answer
Does anything have to be enabled in order to view task code alerts by line item? View answer
What is a Web Service? View answer
I keep timing out of Tracker, why is this? View answer
What is the maximum size document I can upload to Tracker? View answer
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
What browsers are currently supported by Tracker? View answer
OUTLOOK: How do I enable the Outlook add-in? View answer
Outlook
Law Firm/Vendor: CLIENT: Where can firm users see our contact information? View answer
Law Firm/Vendor, Client
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
Dashboards
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
Alternative Fee Arrangements
Law Firm/Vendor: CLIENT: Where can firms see our billing policies? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
Law Firm/Vendor: BUDGETS: Why is the Law Firm being told they have to enter a budget every month? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the budget implications of choosing Matter Lifetime Costs? View answer
MATTER MANAGEMENT: How do I reopen a closed Matter? View answer
Matter Management
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
Law Firm/Vendor: BUDGETS: Who at the firm receives notice that a budget is due? View answer
ALTERNATIVE FEE ARRANGEMENTS: Can I turn on an AFA based on invoices in multiple Matters with the same firm? View answer
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
Invoice Approval
Law Firm/Vendor: BUDGETS: When entering a budget, can a firm user save their work and come back to it? View answer
USERS: Can I change the time window for user inactivity? View answer
Users
DASHBOARD: Why do some dashboard charts have bar chart icons and others do not? View answer
ALTERNATIVE FEE ARRANGEMENTS: Why isn’t there a Firms tab on my Matter? View answer
ALTERNATIVE FEE ARRANGEMENTS: What is a portfolio in the context of a fee arrangement based on a firm? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I configure and enter a firm level fee arrangement? View answer
ACCOUNTS PAYABLE: How do I send Tax to my AP Department in the Firm’s Native Currency to comply with Tax Laws? View answer
Accounts Payable
Law Firm/Vendor: BUDGETS: If the firm hasn't entered a budget, can they still post their invoices? View answer
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
INVOICE APPROVAL: How do I approval all invoices pending my review? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
Law Firm/Vendor: BUDGETS: How can the firm give someone else access to enter a budget? View answer
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Law Firm/Vendor: BUDGETS: Can a user with Billing Only access post budgets? View answer
Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer
Law Firm/Vendor: BUDGETS: Can a firm email Support to upload their budget information? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
