This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Can a firm post one invoice across multiple matters? View answer
Law Firm/Vendor, Invoicing
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: How can a firm edit the Bill to Entity on a LEDES file? View answer
Law Firm/Vendor: INVOICING: How can a firm determine if client requires activity codes? View answer
BUDGETS: Why can’t I turn off the law firm budget requirement? View answer
Budgets
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
OUTLOOK: Why can't firms see the Matters created via the Outlook Add-in? View answer
Matter Creation
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
Invoices
Law Firm/Vendor: INVOICING: Can companies designate what currencies firms can select when they submit invoices? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
Technical
OFFICES: How do I add a Company office? View answer
Users, Offices
Law firm/vendor: USERS: Does the email domain of a new firm user have to match the domain name of the the firm lead system administrator? View answer
Users
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
INVOICE AUDITS: What triggers a new timekeeper audit? View answer
Invoice Audits, Invoice Approval, Invoices, Timekeepers
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
TECHNICAL: What is SSO? View answer
TECHNICAL: What is the SharePoint Online Integration? View answer
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
FIRMS: How do I connect a firm to the company database? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
Matter Management
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Timekeeper
FIRMS: Where do I view or post a firm engagement letter? View answer
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
Invoice Approval, Invoice Audits
INVOICE APPROVAL: What is the definition of BGR? View answer
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
MATTER MANAGEMENT: Can set outside counsel requirements on the matter level? View answer
Templates, Matter Management
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer
Firms, Reports, Invoice Approval
MATTER GROUP: Why Can't I Delete a Matter Group? View answer
TRAINING: Is there a live training for law firm users? View answer
Training
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
Templates, Matter Creation, Matter Management
TEMPLATES: What is the purpose of conditional fields? View answer
What is the consequence of saving accruals but not approving before lockdown? View answer
Accruals
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
DOCUMENTS: Can I share links to documents with other users? View answer
Documents
DOCUMENTS: Can I add a related document to a file? View answer
What is the Mark Read function? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
