This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
PRACTICE GROUPS: How do I export a list of my practice groups? View answer
Practice Groups
ACCOUNTS PAYABLE: How do I deactivate an AP route? View answers
Accounts Payable
BUDGETS: Can I change my budget requirements on a matter by matter basis? View answer
Budgets
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
Law Firm/Vendor: INVOICING: Can a firm change the header row on a LEDES invoice after the invoice has been paid? View answer
Law Firm/Vendor, Invoicing
ACCOUNTS PAYABLE: How does my AP Department know what amount to pay when an invoice is in a foreign currency? View answer
INVOICE APPROVAL: What is an accounting code reviewer? View answer
Invoice Approval
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
ACCOUNTING CODES: What is the difference between matter AP codes and invoice AP codes? View answer
Accounting Codes
ACCOUNTING CODES: How do I edit accounting code labels? View answer
COMPANY PROFILE: How do I change the Tracker Coordinator? View answer
Company Profile
Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? View answer
Law Firm/Vendor, Users
Law Firm/Vendor: BUDGETS: What is a phased budget? View answer
Law Firm/Vendor, Budgets
BUDGETS: What is a company budget? View answer
INVOICES: Can I post a LEDES invoice on behalf of a law firm? View answer
Invoices
REPORTS: What is an Advanced Filter? View answer
Reports
DASHBOARDS: How do I remove access to Dashboards for my users? View answer
Dashboards
REPORTS: How do I see my spend vs. budget for the last year? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor, Matter Management
ORGANIZATIONAL UNITS: What is an organizational unit? View answer
Organizational Units
ACCOUNTING CODES: If there is no Accounting Code Reviewer, who reviews the accounting codes? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor, Timekeeper
BUDGETS: How do I create a company budget? View answer
BUDGETS: Can a Company Budget trigger invoice audits? View answer
REPORTS: How can I learn more about reporting? View answer
TIMEKEEPERS: Where does the Index rate come from? View answer
Timekeeper
BUDGETS: How do I report on spending to budgets? View answer
USERS: What is special matter access? View answer
Users
INVOICE APPROVAL: How do I adjust an invoice? View answer
ACCRUALS: Why is the matter not appearing in my accruals report? View answer
Accruals
ACCOUNTS PAYABLE: How do I change the schedule of my AP batch? View answer
Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer
Law Firm/Vendor, Status Report
BUDGETS: Who has access to approve budgets? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
USERS: How do I grant a user special matter access? View answer
SUBSTANTIVE LAW: Can I rename a substantive law classification? View answer
Substantive Law
ACCOUNTS PAYABLE: How do I reactivate an AP route? View answer
BUDGETS: How do I bulk update the budget settings for all matters? View answer
REPORTS: How do I know what type of report to run? View answer
Law Firm/Vendor: INVOICING: How can a firm edit the Bill to Entity on a LEDES file? View answer
USER LOGIN: How do I reset my Legal Tracker password? View answer
User Login
REPORTS: How do I compare report results for different periods? View answer
DASHBOARDS: Can I lock my Dashboard display? View answer
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
SETUP: How do I get my name to appear at the bottom of the page as the primary contact? View answer
Setup
MATTER MANAGEMENT: How can I see what the firm sees? View answer
Matter Management
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer
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