This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
INVOICE APPROVAL: Can an invoice skip the Billing Guideline Reviewer? View answer
Invoice Approval
TRAINING: What recorded trainings are available for company users? View answer
Training
INVOICE APPROVAL: Does a Billing Guideline Reviewer have to clear all audits on invoices prior to approval? View answer
Invoice Approval, Invoice Audits
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
INVOICE APPROVAL: Who is responsible for clearing invoice audits? View answer
INVOICE APPROVAL: What is an invoice approval threshold? View answer
INVOICE AUDITS: What is an invoice audit? View answer
Invoice Audits, Invoice Approval, Invoices
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
INVOICE APPROVAL: What is a billing guideline reviewer? View answer
ACCOUNTS PAYABLE: How do I correct an invoice I approved by mistake? View answer
Accounts Payable
ACCRUALS: Why would a company see the save option during accrual review grayed out and unavailable? View answer
Accruals
INVOICE APPROVAL: How do I make a comment only to the next invoice approver? View answer
INVOICE APPROVAL: How do I move an invoice approved under the wrong AP route? View answer
REPORTS: Where can I pull a list of the courtesy currency conversions provided by Tracker? View answer
Reports
INVOICE APPROVAL: What are the responsibilities of a Billing Guideline Reviewer? View answer
INVOICE APPROVAL: What is the definition of BGR? View answer
INVOICE APPROVAL: How do I undo my invoice approval? View answer
INVOICE APPROVAL: Can I deactivate a user who is on an inactive invoice approval route? View answer
INVOICE APPROVAL: How do I ensure that all invoices are routed to a certain user for approval? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
INVOICE APPROVAL: Why am I being asked to complete an outside counsel evaluation during invoice approval? View answer
Invoice Approval, Matter Management
INVOICE APPROVAL: Can I deactivate a user who is on an active invoice approval route? 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, Invoicing
INVOICE APPROVAL: How can I include my #2 Company person on an invoice approval route? View answer
BUDGETS: Who receives an email notification when a law firm budget changes? View answer
Budgets
ACCOUNTING CODES: If there is no Accounting Code Reviewer, who reviews the accounting codes? View answer
Accounting Codes
OFFICE VENDOR NUMBER: How do I enter the office vendor number on an invoice pending my review? View answer
Office Vendor Number
REPORTS: How can I see year to date (YTD) spend for a firm? View answer
INVOICE APPROVAL: What is the difference between reversing an invoice and undoing approval? View answer
BUDGETS: How do I change the currency on a Budget? View answer
INVOICE APPROVAL: Why is an invoice not appearing on the Stuck Invoices Report? View answer
INVOICE APPROVAL: Who can reverse an invoice? View answer
INVOICE APPROVAL: When is the firm notified that an invoice has been reduced? View answer
INVOICE APPROVAL: How do I make a comment to the law firm when approving the invoice? View answer
Law Firm/Vendor: INVOICING: How to post an invoice in a LEDES format using the LEDES Generator? View answer
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: How does a firm enter tax information on a non-LEDES invoice? View answer
ACCOUNTS PAYABLE: What is an AP batch? View answer
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
ACCOUNTING CODES: Are accounting codes required to complete the matter profile? View answer
ACCOUNTING CODES: How do I change accounting codes for an invoice that has been finally approved? View answers
ORGANIZATIONAL UNITS: If I update my organizational unit on a matter, will previously paid/approved invoices be affected? View answer
Organizational Units
ACCOUNTS PAYABLE: What is the Spreadsheet format? View answer
Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer
INVOICES: How do I post an invoice on behalf of a firm? View answer
Invoices
MATTER CREATION: How do I create a new matter? View answer
Matter Creation
BUDGETS: Which budget is an invoice being audited against for over-budget auditing? View answer
Budgets, Invoice Audits
BUDGETS: How can an overdue budget be pending our approval? View answer
ACCOUNTS PAYABLE: What is the Summary format? View answer
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