This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: How do I remove an approver from an invoice approval route? View answer
Invoice Approval
ACCOUNTS PAYABLE: What is a "Reverse Feed"? View answer
Accounts Payable
ACCOUNTS PAYABLE: What is an AP batch? View answer
ACCRUALS: How can I turn off accrual notifications after a matter is closed? View answer
Accruals
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
ACCRUALS: How can I determine if a firm submitted their accruals? View answer
INVOICE APPROVAL: How do I change who approves an invoice? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
ACCOUNTS PAYABLE: What is the Summary format? View answer
EMAILS: What do I do if my user is not receiving the new user emails? View answer
Emails
ACCOUNTS PAYABLE: Why would I want to have more than one AP route? View answer
ACCOUNTS PAYABLE: Why was a reversed invoice not included in the spreadsheet? View answer
ACCOUNTS PAYABLE: Where does Reverse Feed info appear in Tracker? View answer
ACCOUNTS PAYABLE: Why is the "Billed To" information on my invoice different from that of the matter profile? View answer
FIRMS: How do I give a firm user all matter access? View answer
Firms
FIRMS: What do I do if I have attached the wrong firm profile? View answer
MATTER PARTICIPANTS: What does Matter Reader & Report Access mean? View answer
Matter Participants
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
Budgets
BUDGETS: What is a law firm budget? View answer
ACCOUNTING CODES: How do I create accounting code labels? View answer
Accounting Codes
ACCOUNTING CODES: Can accounting code review be delegated? View answer
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
CLOSING MATTERS: How can I close an inactive matter without notifying the firm? View answer
Closing Matters
BUDGETS: What is a departmental budget? View answer
MATTER PARTICIPANTS: How do I edit the Lead Outside Counsel? View answer
BUDGETS: How do I edit a budget? View answer
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
Can a Company User submit a Timekeeper Rate Sheet on behalf of a law firm? View answer
Timekeeper
BUDGETS: What happens if I do not approve a budget? View answer
BUDGETS: Who receives an email notification when a budget reforecast is due? View answer
BUDGETS: What does it mean to lock a budget? View answer
MISC: How do I add a company specific field help? View answer
Misc
ACCOUNTING CODES: How do I ensure that invoices are always routed to the Accounting Code Reviewer for review? View answer
TIMEKEEPERS: Why don't I see certain invoices in the Stuck Invoices Report? View answer
Timekeeper, Reports
BUDGETS: How do I view a budget? View answer
ACCOUNTING CODES: How do I create a pre-configured accounting code allocation? View answer
MATTER MANAGEMENT: Why can I not see profile fields that are incomplete tasks for the law firm? View answer
Matter Management
MATTER MANAGEMENT: Who can close a matter? View answer
MISC: How do I get my Tracker invoices posted to Tracker? View answer
BUDGETS: How do I enable firm budgets? View answer
BUDGETS: Who receives an email notification for budgets pending approval? View answer
BUDGETS: Who receives an email notification when a budget is due? View answer
ACCOUNTING CODES: How do I identify which of my matters require accounting code review? View answer
BUDGETS: How do I modify an existing reforecast? View answer
BUDGETS: How do I bulk update the budget settings for all matters? View answer
BUDGETS: How do I see the previous budget? View answer
BUDGETS: How can an overdue budget be pending our approval? View answer
MATTER UPLOAD: Does it send email notices when I use matter upload? View answer
Matter Upload
BUDGETS: How do I report on spending to budgets? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
