This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
INVOICE APPROVAL: How do I approve an invoice? View answer
Invoice Approval
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
Law Firm/Vendor, Timekeeper
TEMPLATES: What happens if I remove a field from a matter type template? View answer
Templates
ACCRUALS: How can I enforce firm compliance with my company's accrual settings? View answer
Accruals
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor, Budgets
MATTER UPLOAD: How many matters can I update at a time? View answer
Matter Upload
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
ACCOUNTING CODES: What happens to pending invoices when an associated accounting code label is deactivated? View answer
Accounting Codes
INVOICE APPROVAL: What is an invoice approval threshold? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
TEMPLATES: How do I change matter template fields? View answer
BUDGETS: How do I delay a budget requirement? View answer
Budgets
How do I change the inactivity timeout value? View answer
DASHBOARDS: What are Dashboards? View answer
Dashboards
DOCUMENTS: How do I create a new document folder? View answer
Documents
Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor, Training
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
ONEPASS: If my company is not using OnePass for Tracker, can I still connect my account to OnePass? View answer
OnePass
USERS: How do I change the Tracker Coordinator or Backup Tracker Coordinator? View answer
Users
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
DATE-EVENT TYPES: Why am I unable to add a document to this Date/Event? View answer
Date-Event Types
DASHBOARDS: How do I limit my Dashboard to only my practice area? View answer
MATTER MANAGEMENT: How do I edit a matter profile? View answer
Matter Management
INVOICE APPROVAL: How do I move an invoice approved under the wrong matter? View answer
MATTER MANAGEMENT: How do I delete a duplicate matter? View answer
USERS: How do I add a delegate? View answer
Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
Office Vendor Number
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm add it's profile to Tracker? View answer
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
REPORTS: How do I change the currency in my report? View answer
Reports
BUDGETS: What happens if I do not approve a budget? View answer
ACCOUNTING CODES: What happens if accounting codes are required but not provided? View answer
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer
BUDGETS: How do I turn on the budgets module in Tracker for our company? View answer
Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer
Law Firm/Vendor, Matter Participants
What is the Outlook Add-In? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor, Matter Management
REPORTS: How do I use reports to determine who has access to a matter? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
Law Firm/Vendor: STATUS REPORT: What should a firm enter if there is no update to the matter? View answer
Law Firm/Vendor, Status Report
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
ORGANIZATIONAL UNITS: How do I deactivate an organizational unit? View answer
Organizational Units
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
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