This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
DATE-EVENT TYPES: How do I create a new date or event type? View answer
Date-Event Types
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
Law Firm/Vendor, Users
DASHBOARDS: How do Dashboards differ from reports? View answer
Dashboards
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
Firm Profile
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
Invoice Approval, Invoice Audits
FIRMS: Where do I view or post a firm engagement letter? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
Invoice Approval
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
REPORTS: What is the difference between invoice number and invoice ID? View answer
Invoices, Reports
INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the budget implications of choosing Matter Lifetime Costs? View answer
Alternative Fee Arrangements
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
Law Firm/Vendor, Firm Profile
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
ALTERNATIVE FEE ARRANGEMENTS: What are the audit options for when fees or expense are exceeded for a firm AFA? View answer
USERS: Can I change the time window for user inactivity? View answer
Users
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
ALTERNATIVE FEE ARRANGEMENTS: Who can add firms into the Firms tab of the Matter and/or edit the AFA? View answer
DASHBOARDS: How do I know which dashboards have benchmark data available? View answer
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Can a firm admin post invoices to any matter? View answer
Law Firm/Vendor
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
Law Firm/Vendor: INVOICING: Can a firm be prevented from posting non-LEDES invoices in Tracker if we require LEDES invoices? View answer
Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer
Law Firm/Vendor: INVOICING: Can a firm post invoices after a matter is closed? View answer
MATTER MANAGEMENT: How do I set Pre-configured Task Code Alerts? View answer
Matter Management
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: USERS: What happens if a firm deactivates a user who is on a matter? View answer
USERS: If I am locked out, will my Delegates be locked out as well? View answer
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
Accounts Payable
Law Firm/Vendor: INVOICING: Can a firm see if a tax rate has been approved? View answer
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
INVOICE APPROVAL: Who can be an invoice rejector? View answer
Law Firm/Vendor: INVOICING: Can a firm upload multiple receipts with their invoice? View answer
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 exclude zero amount invoices from AP batches? View answer
Law Firm/Vendor: INVOICING: Can a firm user delete an invoice? View answer
Law Firm/Vendor: INVOICING: Can a firm user post invoices? View answer
Law Firm/Vendor: INVOICING: Can a law firm user change their office when posting an invoice? View answer
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
Law Firm/Vendor: INVOICING: Can firms tell if their clients require LEDES invoices? View answer
ALTERNATIVE FEE ARRANGEMENTS: Will an existing budget impact the Capped Fee schedule on a Matter? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com