This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer
Law Firm/Vendor, Matter Management
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
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: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
BUDGETS: Can a Company Budget trigger invoice audits? View answer
Budgets
ACCOUNTING CODES: How do I update matter accounting code allocations? View answer
Accounting Codes
MATTER MANAGEMENT: How do I see incomplete fields on a matter? View answer
Matter Management
ACCOUNTING CODES: How will the Accounting Code Reviewer know when an invoice's accounting codes are pending their View answer
ACCOUNTING CODES: Is there a limit on the number of allocation rows designated in an accounting code allocation? View answer
CONTRACTS: How do I submit a contract? View answer
Contracts
MATTER MANAGEMENT: How do I post a note? View answer
MATTER MANAGEMENT: How do I disable the status report requirement at the matter type template level? View answer
ACCOUNTING CODES: What happens to active matters when an associated accounting code label is deactivated? View answer
DASHBOARDS: Can I lock my Dashboard display? View answer
Dashboards
MATTER MANAGEMENT: How do I add a firm to a matter? View answer
ACCOUNTS PAYABLE: Are firms notified when I upload my payment information? View answer
Accounts Payable
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
ACCOUNTS PAYABLE: Does the Tracker Coordinator automatically receive AP batch emails? View answer
ACCRUALS: How is the Unbilled total calculated? View answer
Accruals
ACCRUALS: How is the total remaining accrual balance (current + prior FY) calculated? View answer
DASHBOARDS: How do I get access to Dashboards? View answer
ACCRUALS: How is the remaining accrual balance for the current FY calculated? View answer
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
Invoices
ACCOUNTS PAYABLE: How do I change an AP route on an invoice? View answer
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
INVOICES: Can firms post a memo entry invoice? View answer
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
ACCRUALS: How do I see what firms are able to post accruals if the matter so requires? View answer
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
Invoice Audits
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
Invoice Approval
ACCOUNTS PAYABLE: How do I send the AP batch to someone outside of Tracker? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
INVOICE APPROVAL: Why did an invoice skip an approver? View answer
INVOICE APPROVAL: Why am I unable to add a User as an Additional Approver? View answer
DASHBOARDS: How do I share my Dashboards? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
INVOICE APPROVAL: What is an invoice approval threshold? View answer
ACCRUALS: Which Unbilled Total reporting field, Unbilled Total and Unbilled Total, relates to accruals/unbilled amounts in the pre-configured report? View answer
INVOICE APPROVAL: What happens to the invoices that are still pending if I deactivate an Invoice Approval Route? View answer
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
ACCOUNTS PAYABLE: What does an AP route manager do? View answer
ACCOUNTS PAYABLE: What does it mean to "automatically run" an AP batch? View answer
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