This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
REPORTS: How do I re-order my report columns? View answer
Reports
REPORTS: Can I share reports with someone outside of Tracker? View answer
Law Firm/Vendor: BUDGETS: How do I know who entered the budget? View answer
Law Firm/Vendor, Budgets
TEMPLATES: Why can I not uncheck some fields? View answer
Templates
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
REPORTS: How do I find a list of all my of firms and their main contacts? View answer
Law Firm/Vendor: INVOICING: Can a firm re-use the same invoice number when reposting a rejected invoice? View answer
Law Firm/Vendor, Invoicing
FIRMS: How do I change a law firm's administrator who is no longer with the firm? View answer
Firms
Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer
SETUP: How do I create a matter group? View answer
Setup
INVOICES: Why would I post a live invoice? View answer
Invoices
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
Invoice Approval
USERS: How do I add a company user? View answer
Users
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
Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer
Law Firm/Vendor, Accruals
ACCRUALS: How do I generate an accrual at the matter group level? View answer
Accruals
Law Firm/Vendor: INVOICING: What should a firm do if they have invoices to post after the matter is resolved? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor, Timekeeper
INVOICE APPROVAL: What is a backup Accounting code reviewer? View answer
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
BULK UPDATE: Can I bulk update a custom field using bulk update? View answer
Bulk Update
Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer
Law Firm/Vendor, Firm Profile
OFFICE VENDOR NUMBER: How do I get a list of all my office vendor numbers? View answer
ACCOUNTS PAYABLE: How do I correct an invoice I approved by mistake? View answer
Accounts Payable
OFFICE VENDOR NUMBER: What does, "Firm Office Vendor Numbers must be complete before you can approve this invoice" View answer
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
Law Firm/Vendor: ACCRUALS: Can a firm enter their unbilled amounts outside of the accrual window? View answer
SUBSTANTIVE LAW: How do I deactivate a substantive law category? View answer
Substantive Law
Law Firm/Vendor: INVOICING: Can a firm see if a tax rate has been approved? View answer
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
ACCOUNTS PAYABLE: Why can't AP see the Accounting Code Allocations on their file? View answer
ACCOUNTS PAYABLE: How do I manually run an AP batch for a particular invoice? View answer
Law Firm/Vendor: FIRM PROFILE: If the wrong firm admin is set up, how can they update their profile? View answer
REPORTS: How do I use the Advanced Filter? View answer
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: BUDGETS: If the firm hasn't entered a budget, can they still post their invoices? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
REPORTS: Can I report on custom fields? View answer
Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer
Law Firm/Vendor: ONEPASS: How does a firm user migrate to OnePass? View answer
REPORTS: Why would I use detailed rows in my report? View answer
Law Firm/Vendor: FIRM PROFILE: How can a firm deactivate an office? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a reduced invoice? View answer
USER LOGIN: How do I reset another user's OnePass password? View answer
User Login
TIMEKEEPERS: Can I change the currency for a timekeeper on the timekeeper rate sheet? View answer
Timekeeper
REPORTS: How do I know what currency an invoice is on my report? View answer
Law Firm/Vendor: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer
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