This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
Alternative Fee Arrangements
LEGAL HOLD: Can I create a Legal Hold in Tracker? View answer
Legal Hold
USERS: If I am locked out, will my Delegates be locked out as well? View answer
Users
ACCOUNTS PAYABLE: How do I include more tax types on invoice spreadsheets? View answer
Accounts Payable
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
INVOICE APPROVAL: Who can be an invoice rejector? View answer
ACCOUNTS PAYABLE: How do I edit what types of invoices are included in the AP batch? View answer
ACCOUNTS PAYABLE: How do I exclude zero amount invoices from AP batches? View answer
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
ALTERNATIVE FEE ARRANGEMENTS: Will an existing budget impact the Capped Fee schedule on a Matter? View answer
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
Invoice Approval
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
ACCOUNTS PAYABLE: How do I prevent zero dollar invoices from going to AP? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
ALTERNATIVE FEE ARRANGEMENTS: How do I change a firm’s fee arrangement on a Matter? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
TIMEKEEPERS: How do I unapprove a Rate Sheet? View answer
Timekeepers
DASHBOARDS: How do I get Dashboards/Analytics? View answer
Dashboards
USERS: How do I remove a Delegate? View answer
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be Tracker users? View answer
Law Firm/Vendor, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Do timekeepers need to be added as matter participants? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm see a list of approved rates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm merge timekeepers that appear as duplicates? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a firm create a rate sheet online? View answer
Law Firm/Vendor: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
Law Firm/Vendor: STATUS REPORT: What should a firm enter if there is no update to the matter? View answer
Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer
Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
Law Firm/Vendor: ONEPASS: What happens if the law firm user doesn't see a verification method and cannot sign in? View answer
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: How does a firm user migrate to OnePass? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
