This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
BUDGETS: What happens if I do not approve a budget? View answer
Budgets
ACCOUNTING CODES: What are "Pre-Configured Accounting Code Allocations"? View answer
Accounting Codes
LEDES ADJUSTMENT: How can I rename the LEDES adjustment reasons? View answer
LEDES Adjustment
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
INVOICE AUDITS: What triggers an expense code audits? View answer
Invoice Audits
INVOICE AUDITS: What triggers a timekeeper rate change audit? View answer
INVOICE AUDITS: How can I see what expense codes audits we have set to auto-reject in the system? View answer
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
MATTER UPLOAD: Does it send email notices when I use matter upload? View answer
Matter Upload
MATTER UPLOAD: How many matters can I close at a time? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
Invoice Approval
ACCOUNTING CODES: What happens to pending invoices when an associated accounting code label is deactivated? View answer
BUDGETS: How do I report on spending to budgets? View answer
BUDGETS: How do I report on budgets by matter group? View answer
INVOICE APPROVAL: What happens to the invoices that are still pending if I deactivate an Invoice Approval Route? View answer
INVOICE APPROVAL: What happens to previously posted invoices if I update the invoice route on a matter? View answer
OFFICE VENDOR NUMBER: How do I include office vendor numbers in the AP spreadsheet format? View answer
Office Vendor Number
DASHBOARDS: How do I customize the "My Dashboard"? View answer
Dashboards
INVOICE APPROVAL: How do I move an invoice approved under the wrong Invoice Approval route? View answer
ACCOUNTS PAYABLE: How many people can receive the AP batch email? View answer
DASHBOARDS: How do I go back to the original view on my Action items page? View answer
ACCRUALS: Are disputed invoices included in accrual amounts? View answer
Accruals
BUDGETS: How do I bulk update the budget settings for all matters? View answer
ACCOUNTING CODES: How do I create accounting code labels? View answer
INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer
ACCOUNTING CODES: How do I change accounting codes for an invoice that has been finally approved? View answers
BUDGETS: How do I bulk update a law firm matter budget requirement at the firm level? View answer
ACCOUNTS PAYABLE: How do I update the Spreadsheet format? View answer
ONEPASS: What is OnePass? View answer
OnePass
ONEPASS: Why do I not see an option to reset a firm user's password? View answer
ACCRUALS: How do I determine which users receive unbilled amounts/accrual email notifications? View answer
ACCRUALS: How do I disable accruals for a single matter without disabiling accruals system-wide? View answer
BUDGETS: Do budgets impact task code alerts? View answer
ACCRUALS: How can I turn off accrual notifications after a matter is closed? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
BUDGETS: Can a Company Budget trigger invoice audits? View answer
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
FIRMS: How can I deactivate an office I created an error? View answer
Firms
ACCRUALS: How do I modify the accrual calendar? View answer
ACCRUALS: How do I determine which firm users can enter unbilled amounts on behalf of the firm? View answer
FIRMS: What do I do if I have attached the wrong firm profile? View answer
DATE-EVENT TYPES: How do I create a new date or event type? View answer
Date-Event Types
DASHBOARDS: Why do I no longer see my Dashboard? View answer
ACCRUALS: How do I determine when to run the accruals report? View answer
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
ACCRUALS: How is the remaining accrual balance for the current FY calculated? View answer
ACCRUALS: How do I determine what happens if a firm does not submit their required unbilled amounts? View answer
ACCRUALS: How is the Unbilled total calculated? View answer
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
