This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
Budgets
Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer
Law Firm/Vendor, Timekeeper
FIRMS: How do I connect a firm to the company database? View answer
BUDGETS: Can over-budget auditing be used for Company budgets? View answer
INVOICE APPROVAL: How do I apply a credit? View answer
Invoice Approval
FIRMS: What do I do if I have attached the wrong firm profile? View answer
Firms
BULK UPDATE: Why do I have to Print before I can save my changes? View answer
Bulk Update
INVOICES: Can firms post a memo entry invoice? View answer
Invoices
Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? View answer
BUDGETS: When using phased budgets, am I limited to the default budget phases or can I create custom budget phases View answer
Budgets, Phased Budget
TIMEKEEPER RATE SHEETS: Can companies complete Timekeeper Rate Sheets on behalf of firms? View answer
Timekeeper
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
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
MATTERS: How can I edit a document from a matter? View answer
Documents, Matter Management
Law Firm/Vendor: INVOICING: How can a firm determine if client requires activity codes? View answer
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
Accounts Payable
TECHNICAL: What is SFTP? View answer
Technical
TECHNICAL: How do I install the Outlook Add-In? View answer
Law Firm/Vendor: INVOICING: Can a law firm user change their office when posting an invoice? View answer
Law Firm/Vendor: INVOICING: Can a firm user delete an invoice? View answer
Law Firm/Vendor: INVOICING: Can a firm upload multiple receipts with their invoice? View answer
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
Law Firm/Vendor: INVOICING: Can firms tell if their clients require LEDES invoices? View answer
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
TEMPLATES: Can conditional fields be used when matters are created via Matter Upload? View answer
Templates, Matter Creation, Matter Management
BUDGETS: How to I provide a comment, description, or note when adding a budget? View answer
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
Law Firm/Vendor: INVOICING: Can a firm see if a tax rate has been approved? View answer
INVOICE AUDITS: What is the difference between an expense rate and expense total invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
MATTER UPLOAD: How are Multi-Pick list values entered on the Matter Upload File? View answer
Matter Upload
TRAINING: How do I find and register for trainings? View answer
Training
Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer
Law Firm/Vendor, Budgets
TIMEKEEPERS: Can a firm post a rate sheet while another rate sheet from that firm is still pending review ? View answer
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
Matter Management
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer
Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer
Law Firm/Vendor: BUDGETS: Why is the Law Firm being told they have to enter a budget every month? View answer
Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer
Law Firm/Vendor, Client
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
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