This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer
Law Firm/Vendor, Reports
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
Budgets
What browsers are currently supported by Tracker? View answer
INVOICE APPROVAL: Why am I unable to reverse an invoice? View answer
Invoice Approval
Law Firm/Vendor: INVOICING: Can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? View answer
Law Firm/Vendor, Accruals
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
CONTRACTS: How do I submit a contract? View answer
Contracts
Law Firm/Vendor: ACCRUALS: How does a firm know when the next accrual period takes place? View answer
REPORTS: How do I share reports? View answer
Reports
Law Firm/Vendor: INVOICING: How can a firm see the status of their invoices? View answer
REPORTS: How do I get a list of my open and closed matters? View answer
ONEPASS: If my company is not using OnePass for Tracker, can I still connect my account to OnePass? View answer
OnePass
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
Timekeeper
MATTER MANAGEMENT: How do I delete a matter? View answer
Matter Management
OFFICE VENDOR NUMBER: How do I update the office vendor number on an invoice, so that it attaches to future invoices from that firm? View answer
Office Vendor Number
REPORTS: How do I add a filter to my report? View answer
BUDGETS: How do I edit a budget? View answer
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor, Firm Profile
USERS: How do I deactivate a company user? View answer
Users
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
Organizational Units
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
SUBSTANTIVE LAW: Can I rename a substantive law classification? View answer
Substantive Law
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
REPORTS: How do I see a list of stuck invoices? View answer
MATTER MANAGEMENT: How do I change the lead firm on a matter? View answer
REPORTS: Why do some columns not subtotal? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
ACCRUALS: Why are accruals not appearing on a matter? View answer
Accruals
ACCOUNTING CODES: What happens if accounting codes are required but not provided? View answer
Accounting Codes
TIMEKEEPERS: How can I update a timekeeper rate if I accidentally approved a timekeeper rate for all matters instead of this matter only? View answer
ORGANIZATIONAL UNITS: What happens to existing matters if I edit an organizational unit? View answer
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
DASHBOARDS: What are Dashboards? View answer
Dashboards
Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer
REPORTS: How do I change the currency in my report? View answer
BUDGETS: How do I report on budget comments? View answer
Budgets, Reports
USERS: Can I delete a company user? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
REPORTS: How do I use the Advanced Filter? View answer
REPORTS: Why am I unable to schedule reports? View answer
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
DATE-EVENT TYPES: Why am I unable to add a document to this Date/Event? View answer
Date-Event Types
Law Firm/Vendor: INVOICING: Can a firm admin post invoices to any matter? View answer
Law Firm/Vendor
TIMEKEEPERS: How do I review a timekeeper rate sheet? View answer
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