This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
Accounting Codes
MATTER MANAGEMENT: How do I post a note? View answer
Matter Management
BUDGETS: How do I create a company budget? View answer
Budgets
ACCOUNTS PAYABLE: How do I correct an invoice I approved by mistake? View answer
Accounts Payable
Law Firm/Vendor: CLIENT: Where does a firm export a list of all their Clients? View answer
Law Firm/Vendor, Client
ACCOUNTING CODES: How will the Accounting Code Reviewer know when an invoice's accounting codes are pending their View answer
TEMPLATES: How do I make a field optional? View answer
Templates
TIMEKEEPERS: How do I submit a rate sheet on behalf of a firm? View answer
Timekeeper
INVOICE AUDITS: How do I set my system to auto-reject invoices that violate our billing policies? View answer
Invoice Audits
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
Invoice Approval
USERS: How do I add a delegate? View answer
Users
DASHBOARDS: Who has access to Dashboards? View answer
Dashboards
INVOICE AUDITS: What triggers a billing period audit? View answer
DASHBOARDS: How do I know what Dashboards my colleagues are using? View answer
REPORTS: Why is my report different than my Dashboard? View answer
Reports
REPORTS: Can I report on custom fields? View answer
ACCOUNTING CODES: How do I identify which of my matters require accounting code review? View answer
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
USERS: What is special matter access? View answer
ACCOUNTS PAYABLE: How do I update accounting codes in invoices that have already been batched? View answer
ACCRUALS: How do I determine which users receive unbilled amounts/accrual email notifications? View answer
Accruals
INVOICE APPROVAL: What happens to the invoices that are still pending if I deactivate an Invoice Approval Route? View answer
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor, Matter Management
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
Matter Participants
ORGANIZATIONAL UNITS: How do I create an organizational unit? View answer
Organizational Units
ACCRUALS: Will the firm be notified that the accrual amount they entered has beed edited? View answer
Law Firm/Vendor: INVOICING: How can a firm post a LEDES invoice that has been rejected in error, if their books have been closed for the year? View answer
REPORTS: What is an Advanced Filter? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer
Law Firm/Vendor, Timekeeper
ACCOUNTS PAYABLE: What is the Summary format? View answer
Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their password? View answer
REPORTS: How do I schedule reports? View answer
REPORTS: How do I re-order my report columns? View answer
OFFICE VENDOR NUMBER: How do I update the office vendor numbers of multiple firms at once? View answer
Office Vendor Number
Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer
ACCOUNTS PAYABLE: How does my AP Department know what amount to pay when an invoice is in a foreign currency? View answer
MATTER MANAGEMENT: How do I add a user to a matter? View answer
BUDGETS: How do I change the law firm budget default options? View answer
BUDGETS: How do I delete a firm budget? View answer
ACCRUALS: How do I set it so a firm does not need to enter accruals? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm change their firm administrator? View answer
Law Firm/Vendor, Firm Profile
TIMEKEEPERS: Why does the Timekeeper Rate Report show more than one approved rate for a timekeeper? View answer
INVOICE APPROVAL: What do I do if I only want an invoice approver to see invoices over a certain amount? View answer
MISC: How do I get my Westlaw invoices posted to Tracker? View answer
Misc
Law Firm/Vendor: BUDGETS: Can a user with Billing Only access post budgets? View answer
Law Firm/Vendor, Budgets
DASHBOARDS: How do I limit my Dashboard to only my practice area? View answer
Law Firm/Vendor: INVOICING: Can a firm user post invoices? View answer
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