This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Can a firm user post invoices? 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, Budgets
Law Firm/Vendor: INVOICING: Can a firm admin post invoices to any matter? View answer
Law Firm/Vendor
Law Firm/Vendor: FIRM PROFILE: What should I do if a Firm has more than one profile? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: INVOICING: Can a Company User post my LEDES invoice for me? View answer
Law Firm/Vendor: INVOICING: How can a firm resolve EHUB error message that the client is not set up for billing when entering the invoice number? View answer
Law Firm/Vendor: BUDGETS: How does a firm user enter a budget? View answer
Law Firm/Vendor: CLIENT: Where can firms see a list of invoicing requirements? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: Can a law firm user change their office when posting an invoice? View answer
Law Firm/Vendor: INVOICING: How does a firm enter a discount on a non-LEDES invoice in Tracker? View answer
Law Firm/Vendor: CLIENT: Where can firm users see our contact information? View answer
Law Firm/Vendor: FIRM PROFILE: Why do I receive a error when trying to change the Firm Name? View answer
Law Firm/Vendor: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: BUDGETS: How can the firm give someone else access to enter a budget? View answer
Law Firm/Vendor: BUDGETS: Can a user with Billing Only access post budgets? View answer
Law Firm/Vendor: FIRM PROFILE: Who at the firm can update the firm name? View answer
Law Firm/Vendor: INVOICING: How does a firm reconcile a payment they received against the invoices they have posted? View answer
Law Firm/Vendor: BUDGETS: Can a firm submit a budget if no budget is due? View answer
Law Firm/Vendor: BUDGETS: Can a firm email Support to upload their budget information? View answer
Law Firm/Vendor: INVOICING: How can a firm re-post an invoice that is more than 180 days old? View answer
Law Firm/Vendor: INVOICING: What does a firm need to do if the tax rate is not equal to the line item tax total divided by the line item net total? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do to update their firm name? View answer
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
REPORTS: Can I run a report where the results will contain only matters opened by certain users? View answer
Reports, Matter Creation
TEMPLATES: How do I add a matter type template? View answer
Matter Management, Templates
FIRMS: Where do I view or post a firm engagement letter? View answer
Firm Profile
TIMEKEEPERS: Can a law firm see my comments when I modify a timekeeper's rate on a rate sheet? View answer
Timekeeper
TIMEKEEPERS: How can I give our firm a list of their approved timekeepers and their rates? View answer
MATTER MANAGEMENT: Where can I find the pre-configured task code alerts in the System Setup menu? View answer
Matter Management
USERS: How can I re-activate a user? View answer
Users
LAW FIRM/VENDOR: How do I use Firm Matter Data Upload?
Invoices, Matter Management
FIRMS: How do I connect a firm to the company database? View answer
LAW FIRM/VENDOR: How can I change a firm address?
Firms, Firm Profile
REPORTS: How can I view reports that were shared with me? View answer
Reports
TECHNICAL: What is the SharePoint Online Integration? View answer
Technical
TECHNICAL: What is SSO? View answer
TECHNICAL: What is SFTP? View answer
TECHNICAL: What version of Outlook does the Outlook Add-In work with? View answer
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
OFFICES: How do I add a Company office? View answer
Users, Offices
TECHNICAL: Can I extend the automatic time-out/sign-out period in Tracker? View answer
TIMEKEEPERS: How many Timekeeper Rate Reviewers can be added? View answer
Timekeepers
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
Invoice Approval
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
AUDITS: Will a non-LEDES invoice trigger audit flags if my company only allows LEDES invoices? View answer
Invoice Audits
Law Firm/Vendor: INVOICING: Can a law firm user submit a non-LEDES invoice if LEDES invoices are required? View answer
Invoices
INVOICES: Is there an invoice format setting for company live or memo invoices? View answer
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