This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
JOBS: What does JOBS mean? View answer
Jobs
COMPANY PROFILE: How do I edit my company profile? View answer
Company Profile
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
Law Firm/Vendor: EMAILS: What should the firm do if they did not receive their new user email? View answer
Law Firm/Vendor, Emails
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
BUDGETS: Who receives an email notification when a budget is due? View answer
Budgets
TIMEKEEPERS: What is the Timekeeper Rate Lookup File? View answer
Timekeeper
VOLUME DISCOUNTS: What is a volume discount? View answer
Firm Profile
VOLUME DISCOUNTS: Where is a new volume discount arrangement created in Tracker? View answer
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
TIMEKEEPERS: Where does the Index rate come from? View answer
BUDGETS: How do I view a budget? View answer
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
TIMEKEEPERS: Why is the new timekeeper audit triggering even though the law firm has submitted a rate sheet for the timekeeper? View answer
BUDGETS: How do I modify an existing reforecast? View answer
INVOICE APPROVAL: Can an approver on an invoice approval route undo the audit actions taken by a prior approver? View answer
Invoice Approval, Invoice Audits
REPORTS: How can I view reports that were shared with me? View answer
Reports
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
ACCRUALS: How is the remaining accrual balance (prior FY) field calculated? View answer
Accruals
BUDGETS: How do I edit a budget? View answer
Law Firm/Vendor: CLIENT: Why does it say a Law Firm User has no access to our database? View answer
Law Firm/Vendor, Client
USERS: Can I limit a Company System Admin's access in Tracker without changing their system role? View answer
Users
USER LOGIN: How do I find my OnePass username? View answer
User Login
TIMEKEEPERS: Will a matter specific rate override a default rate? View answer
BUDGETS: Can a Company Budget trigger invoice audits? View answer
TECHNICAL: What is SFTP? View answer
Technical
TECHNICAL: How do I install the Outlook Add-In? View answer
ACCRUALS: Who at a firm receives accrual emails? View answer
USERS: Can I delete a company user? View answer
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
USERS: How can I re-activate a user? View answer
Law Firm/Vendor: FIRM PROFILE: What happens to Firm Users if their office profile is deactivated? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: BUDGETS: Can a firm email Support to upload their budget information? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer
Law Firm/Vendor: ACCRUALS: Will invoices be posted during the accruals window? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
Law Firm/Vendor: ACCRUALS: Will a firm receive email notifications to submit accruals after a matter is closed? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
Law Firm/Vendor: FIRM PROFILE: What should I do if a Firm has more than one profile? View answer
Law Firm/Vendor: ACCRUALS: Why does the red exclaimation point appear even after a law firm has entered accruals? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm create a new office? View answer
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
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