This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTS PAYABLE: How do I undo my reversal of an invoice? View answer
Accounts Payable
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
BUDGETS: Do budgets impact task code alerts? View answer
Budgets
OFFICES: How do I add a Company office? View answer
Users, Offices
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
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
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
Invoice Approval
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
Accruals
Law Firm/Vendor: INVOICING: If my company only accepts LEDES invoices, what types of LEDES files can be submitted? View answer
Invoices
ACCOUNTS PAYABLE: What invoice information can I not upload using Reverse Feed? View answer
ACCOUNTS PAYABLE: What information can I upload into Tracker using Reverse Feed? View answer
ACCRUALS: How long do firms have to post accruals? View answer
ACCOUNTS PAYABLE: What is the Summary format? View answer
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
ACCOUNTS PAYABLE: Who can create a new AP route? View answer
ACCOUNTS PAYABLE: Who can edit an AP route? View answer
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
ACCRUALS: How do I set it so a firm does not need to enter accruals? View answer
ACCOUNTS PAYABLE: Who can upload payment data in Tracker? View answer
ACCRUALS: How do I exclude a vendor from receiving accrual notifications? View answer
USERS: How do I login after being locked out for inactivity? View answer
Users
ACCRUALS: Which Unbilled Total reporting field, Unbilled Total and Unbilled Total, relates to accruals/unbilled amounts in the pre-configured report? View answer
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
Alternative Fee Arrangements
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
FIRMS: How do I add a firm to Tracker? View answers
Firms
ACCRUALS: How do I determine what values comprise the unbilled total? View answer
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
USERS: How do I remove a Delegate? View answer
ACCRUALS: Can I bulk update matters to change my accruals settings? View answer
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer
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
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
ACCOUNTING CODES: How do I replace a particular code that we no longer use across all invoices? View answer
Accounting Codes
ACCOUNTING CODES: How do I set default accounting code allocations? View answer
TEMPLATES: What is the purpose of conditional fields? View answer
Templates, Matter Creation, Matter Management
FIRMS: How do I give a firm user all matter access? View answer
FIRMS: How do I change the name of a firm? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
TEMPLATES: Can conditional fields be used on existing matters? View answer
EXTERRO: What is Exterro? View answer
Legal Hold
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
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