This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
DASHBOARDS: How do I share my Dashboards? View answer
Dashboards
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor, Timekeeper
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
MATTER MANAGEMENT: How do I update closed matters? View answer
Matter Management
ACCOUNTS PAYABLE: How do I know what invoices are going to be included in the next AP batch? View answer
Accounts Payable
SETUP: How can I change how many days a firm has to post their final invoice? View answer
Setup
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
MATTER PARTICIPANTS: What does Matter Administrator & Report Access mean? View answer
Matter Participants
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
ACCOUNTING CODES: What are "Default Accounting Code Allocations"? View answer
FIRMS: What do I do if I have attached the wrong firm profile? View answer
Firms
Law Firm/Vendor: FIRM PROFILE: How can a firm see who has created an office profile? View answer
Law Firm/Vendor, Firm Profile
ONEPASS: What is OnePass? View answer
OnePass
REPORTS: How do I add columns to my report? View answer
Reports
BUDGETS: What is a budget reforecast? View answer
Budgets
BUDGETS: How do I turn on the budgets module in Tracker for our company? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm create a new office? View answer
TEMPLATES: How do I create a custom field? View answer
Templates
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
What is FileZone? View answer
EMAILS: Why did I not receive an email notification of an invoice pending my review? View answer
Emails
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
SUBSTANTIVE LAW: How do I add a substantive law category? View answer
Substantive Law
Law Firm/Vendor: ONEPASS: What happens if the firm user is not receiving the password reset email from OnePass? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? View answer
Law Firm/Vendor: BUDGETS: What should the firm do if they have submitted a budget and the invoice is still on hold? View answer
Law Firm/Vendor, Budgets
ONEPASS: What should I do if my username isn't working? View answer
REPORTS: What are report filters? View answer
Law Firm/Vendor: ONEPASS: What happens if the law firm user doesn't see a verification method and cannot sign in? View answer
CONTRACTS: How do I report on the Contract fields? View answer
Contracts
ACCRUALS: How do I determine what values comprise the unbilled total? View answer
Accruals
DASHBOARDS: How do I make "My Dashboard" my homepage when I sign in to Tracker? View answer
BUDGETS: What is a departmental budget? View answer
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
SETUP: What are billing guidelines? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
Invoice Approval
USERS: Can I limit a Company System Admin's access in Tracker without changing their system role? View answer
Users
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
MATTER MANAGEMENT: Who can close a matter? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
ACCOUNTS PAYABLE: Why is the vendor's name on the invoice different from the name in that vendor's Tracker profile View answer
MISC: How do I get my Tracker invoices posted to Tracker? View answer
Misc
BUDGETS: Can I lock our budget? View answer
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
ORGANIZATIONALUNITS: Is there a limit on the number of organization units I can create? View answer
Organizational Units
ACCRUALS: How can I enforce firm compliance with my company's accrual settings? View answer
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