This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: BUDGETS: How do I know who entered the budget? View answer
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: ACCRUALS: Will invoices be posted during the accruals window? View answer
Law Firm/Vendor: ACCRUALS: Will a firm receive email notifications to submit accruals after a matter is closed? View answer
MATTER TYPE TEMPLATES: How do I reactivate a Matter Type Template? View answer
Templates
MATTER TYPE TEMPLATES: How do I deactivate a Matter Type Template? 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: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
Law Firm/Vendor: ACCRUALS: What should the firm enter if there are no unbilled amounts for the period? View answer
Law Firm/Vendor: ACCRUALS: What is a firm's prior months unbilled amount? View answer
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
Invoice Approval
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, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? 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
Users
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
FIRMS: How do I connect a firm to the company database? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
REPORTS: How can I view reports that were shared with me? View answer
Reports
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
FIRMS: How do I reactivate an inactive firm? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
TECHNICAL: What is the SharePoint Online Integration? View answer
Technical
TECHNICAL: What is SSO? View answer
TECHNICAL: What is SFTP? View answer
Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a new default rate on a timekeeper rate sheet override a matter specific rate? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
TECHNICAL: How do I install the Outlook Add-In? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm have to submit a new timekeeper rate sheet for each client? View answer
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
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