This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: How can a firm determine if client requires activity codes? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: BUDGETS: If a firm budget is due, does the firm have to enter the budget or can the company? View answer
Law Firm/Vendor, Budgets
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
Law Firm/Vendor: BUDGETS: If the firm hasn't entered a budget, can they still post their invoices? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
Law Firm/Vendor: ACCRUALS: Can a user with Billing only post accruals? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer
Law Firm/Vendor: INVOICING: How can a Firm get a sample of a LEDES 1998BI file? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter their unbilled amounts outside of the accrual window? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer
Law Firm/Vendor: INVOICING: Can a firm post an invoice with multiple currencies? View answer
Law Firm/Vendor: ACCRUALS: Can a firm edit their accruals information? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer
Law Firm/Vendor: INVOICING: How can a firm re-post an invoice that is more than 180 days old? View answer
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor: INVOICING: How can a firm resolve EHUB error message that the client is not set up for billing when entering the invoice number? View answer
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
USERS: How do I remove a Delegate? View answer
Users
USERS: Can I add or remove a Delegate for another Tracker User? View answer
ONEPASS: I already have a OnePass username & password. Why can’t I login to Tracker? View answer
OnePass
BUDGETS: Can I report on individual matter spending to budget for a group matter if the budget is set at the matte View answer
Budgets, Reports
BUDGETS: Can I configure the budget tab of a matter to show amounts to the nearest cent? View answer
Budgets
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer
Matter Creation
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
Invoices
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
Law Firm/Vendor: INVOICING: What happens if a firm user tries to submit a non-LEDES invoice if LEDES is required? View answer
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
Technical
OFFICES: How do I add a Company office? View answer
Users, Offices
Law firm/vendor: USERS: Does the email domain of a new firm user have to match the domain name of the the firm lead system administrator? View answer
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
INVOICE APPROVAL: How can I remind invoice approvers to approve their pending invoices? View answer
Invoice Approval, Invoices
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
TECHNICAL: How do I install the Outlook Add-In? View answer
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