This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ONEPASS: What do I do if I am locked out of OnePass? View answer
OnePass
BUDGETS: How do I approve a budget? View answer
Budgets
BUDGETS: Who can enter a budget from the firm? View answer
Law Firm/Vendor: ONEPASS: Where can I find the registration key that OnePass is requesting? View answer
Law Firm/Vendor, OnePass
ACCRUALS: How do I track a firm's unbilled work in progress in Tracker? View answer
Accruals
Law Firm/Vendor: CLIENT: Why can a firm user not see us on their list of clients? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: BUDGETS: Where does the firm enter a budget? View answer
Law Firm/Vendor, Budgets
ACCOUNTING CODES: How do I require matter accounting codes when a matter is created? View answer
Accounting Codes
USER LOGIN: How do I reset my OnePass? View answer
User Login, OnePass
Law Firm/Vendor: ONEPASS: What should a firm user do if they are locked out? View answer
BUDGETS: How do I enter a firm budget? View answer
Law Firm/Vendor: BUDGETS: What should the firm do if the attorneys do not want to enter a budget and a budget is due? View answer
BUDGETS: How do I approve all of my pending budgets at once? View answer
ONEPASS: How do I find my registration key? View answer
ACCRUALS: How do I exclude a vendor from having to enter accruals on all matters? View answer
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
ACCOUNTS PAYABLE: How do I edit an existing AP route? View answer
Accounts Payable
ACCOUNTS PAYABLE: How do I change the AP route on an existing matter? View answers
ACCOUNTS PAYABLE: How do I change the schedule of my AP batch? View answer
ACCOUNTS PAYABLE: How do I add someone from Accounts Payable to the AP Batch recipients list? View answer
ACCOUNTS PAYABLE: How do I deactivate an AP route? View answers
ACCOUNTS PAYABLE: How do I rename an AP route? View answers
ACCOUNTS PAYABLE: How do I create a new AP route? View answers
ACCOUNTS PAYABLE: How do I check if my Accounts Payable department received an AP batch? View answers
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
ACCOUNTING CODES: How do I create matter accounting code allocations? View answers
ACCOUNTING CODES: How do I set default accounting code allocations? View answer
ACCOUNTING CODES: How do I replace a particular code that we no longer use across all invoices? View answer
ACCOUNTING CODES: How do I deactivate a type of accounting code? View answer
ACCOUNTING CODES: How do I change accounting codes for an invoice that has been finally approved? View answers
ACCOUNTING CODES: How do I create accounting code labels? View answer
ACCOUNTING CODES: How do I edit accounting code labels? View answer
ACCOUNTING CODES: How do I update matter accounting code allocations? View answer
ACCOUNTING CODES: How can I ensure that invoices are never sent to Accounts Payable without proper accounting codes? View answers
ACCOUNTING CODES: Can I update accounting codes for multiple matters at once? View answers
INVOICES: How do we prevent law firms from posting invoices in a foreign currency? View answers
Invoices
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
Law Firm/Vendor: INVOICING: Where is the company default setting for what currencies firms are allowed to use? View answers
FIRMS: How do I add a firm to Tracker? View answers
Firms
Can my view switch back to the classic Tracker UI? View answer
Setup, UI
Does anything have to be enabled in order to view task code alerts by line item? View answer
other
How do you make task code alerts by line item appear in Tracker? View answer
What is the consequence of saving accruals but not approving before lockdown? View answer
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
DOCUMENTS: Can I share links to documents with other users? View answer
Documents
DOCUMENTS: Can I add a related document to a file? View answer
DOCUMENTS: How does a user clear a document flag when Mark Read is required? View answer
How is the Mark Read Function turned on? View answer
What is the Mark Read function? View answer
EXTERRO: What is Exterro? View answer
Legal Hold
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