This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
TECHNICAL: How do I install the Outlook Add-In? View answer
Technical
TECHNICAL: What is SSO? View answer
TECHNICAL: What is the SharePoint Online Integration? View answer
FIRMS: How do I reactivate an inactive firm? View answer
Firms, Firm Profile
REPORTS: How can I view reports that were shared with me? View answer
Reports
LAW FIRM/VENDOR: How can I change a firm address?
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
USERS: How can I re-activate a user? View answer
Users
MATTER MANAGEMENT: Where can I set task code alerts within a matter? View answer
Matter Management
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
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
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Timekeeper
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
REPORTS: What the difference between Matter ID and Matter Tracker ID? View answer
Reports, Matter Management, Matter Upload
FIRMS: Where do I view or post a firm engagement letter? View answer
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
INVOICE APPROVAL: What is the definition of BGR? View answer
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
How do you make task code alerts by line item appear in Tracker? View answer
What is the consequence of saving accruals but not approving before lockdown? View answer
Accruals
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
DOCUMENTS: Can I share links to documents with other users? View answer
DOCUMENTS: Can I add a related document to a file? View answer
How is the Mark Read Function turned on? View answer
What is the Mark Read function? View answer
EXTERRO: What is Exterro? View answer
Legal Hold
LIBRARY: How do I add documents to matters from the Library? View answer
Matter Upload, Matter Management
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
DOCUMENTS: How can I create and share a link to a document in a matter via email? View answer
Emails, Matter Creation, Matter Upload, Documents
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
Accounts Payable
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Invoice Approval
MATTER TYPE TEMPLATES: How do I remove a custom field from a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? View answer
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
