This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
ACCOUNTS PAYABLE: What is an AP route? View answer
Accounts Payable
INVOICES: Why would I post a memo entry invoice? View answer
Invoices
INVOICES: Why would I post a live invoice? View answer
ACCOUNTS PAYABLE: Can an AP route manager's responsibilities be delegated? View answer
INVOICE APPROVAL: How do I add invoice approvers on the matter level? View answer
Invoice Approval
ACCOUNTS PAYABLE: What are the effects of deactivating an AP route? View answer
ACCOUNTS PAYABLE: How do I remove an invoice from an AP batch? View answer
ACCOUNTING CODES: What happens if accounting codes are required but not provided? View answer
Accounting Codes
ACCOUNTS PAYABLE: Why is the total amount in the invoice summary different from the amount in the invoice spreadsheet? View answer
ACCOUNTS PAYABLE: Why did I not receive an AP batch email? View answer
INVOICE APPROVAL: How do I prevent restarting the invoice approval process when approvers/thresholds are modified? View answer
ACCOUNTING CODES: What is the difference between matter AP codes and invoice AP codes? View answer
INVOICES: What is the difference between live and memo invoicing? View answer
INVOICE APPROVAL: How do I see a list of all pending invoices? View answer
Law Firm/Vendor: INVOICING: How can a firm see the status of their invoices? View answer
Law Firm/Vendor, Invoicing
ACCOUNTING CODES: How do I require matter accounting codes when a matter is created? View answer
ACCOUNTS PAYABLE: Why would I want to have more than one AP route? View answer
MATTER PARTICIPANTS: What does Billing Access Only mean? View answer
Matter Participants
ACCRUALS: How long do firms have to post accruals? View answer
Accruals
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
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
BUDGETS: How do I report on budgets for a specific time period? View answer
Budgets
REPORTS: Why am I unable to remove the date range filter from an invoices report? View answer
Reports
REPORTS: Can I report on invoice approval keyword data? View answer
Reports, Invoice Approval
INVOICE APPROVAL: How do I change an invoice approval route on an invoice? View answer
INVOICE APPROVAL: How do I deactivate an invoice approval route? View answer
INVOICE APPROVAL: How do I determine what invoices will be re-set if I update an invoice route? View answer
INVOICE APPROVAL: How do I change a threshold on an existing route? View answer
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
INVOICE APPROVAL: Why is my name listed on the contact info for the rejected invoice email? View answer
INVOICE APPROVAL: What is a backup billing guideline reviewer? View answer
ACCOUNTS PAYABLE: What information can I upload into Tracker using Reverse Feed? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
INVOICE APPROVAL: What is an accounting code reviewer? View answer
Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer
Law Firm/Vendor, Budgets
Law Firm/Vendor: ACCRUALS: How does a firm know when the next accrual period takes place? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: INVOICING: Why is the firm seeing an error that the line item date is outside of the billing period start and end date? View answer
VOLUME DISCOUNTS: What options are available when creating a new volume discount arrangement in the firm profile? View answer
Firm Profile
Law Firm/Vendor: INVOICING: Where can a firm see our rejection comments? View answer
TEMPLATES: How do I change how budget audits are calculated? View answer
Templates
Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
REPORTS: How do I use the Advanced Filter? View answer
BUDGETS: How can I report on spending for a phased budget? View answer
REPORTS: How do I see our spend for the year? View answer
REPORTS: How do I see my spend vs. budget for the last year? View answer
REPORTS: How do I compare report results for different periods? View answer
MATTER MANAGEMENT: What fields are required when I am closing matters? View answer
Matter Management
Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer
Don’t see the answer? Contact support at: LegalTracker-Support@tr.com
