This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: STATUS REPORT: Why is the firm receiving an alert that a status report is due if already entered it? View answer
Law Firm/Vendor, Status Report
ACCOUNTS PAYABLE: How do I upload payment data in Tracker? View answer
Accounts Payable
MATTER MANAGEMENT: How do I delete a Status Report? View answer
Matter Management
INVOICE APPROVAL: What is the difference between disputing and rejecting an invoice? View answer
Invoices
INVOICES: How do I delete an invoice that was posted erroneously by the law firm? View answer
ACCOUNTS PAYABLE: How do I retrieve a previously run AP batch? View answer
REPORTS: How can I see a list of matters without recent activity? View answer
Reports
INVOICE APPROVAL: Why are certain words highlighted next to line items during the invoice approval process? View answer
Invoice Approval
INVOICE APPROVAL: Will invoices be auto-rejected based on keywords? View answer
INVOICE APPROVAL: How do I create keywords to be highlighted during the invoice approval process? View answer
INVOICE APPROVAL: How can I change the invoice formats allowed from LEDES to non-LEDES for non-firm vendors? View answer
INVOICE APPROVAL: Where can I configure what invoice formats my company accepts? View answer
INVOICE APPROVAL: How do I move line items from one invoice to another matter? View answer
INVOICE APPROVAL: Who can disable the invoice approval route resets? View answer
INVOICE APPROVAL: How do I make a User an Invoice Rejector? View answer
Invoice Approval, Users
INVOICE APPROVAL: Who can be an invoice rejector? View answer
INVOICE APPROVAL: Why do I, as the Tracker Coordinator, not have the ability to make a User an Invoice Rejector? View answer
INVOICE APPROVAL: What System Role is required to be an Invoice Rejector? View answer
INVOICE APPROVAL: How can I reject an invoice if I am not listed on the invoice approval route? View answer
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
INVOICE APPROVAL: Can an invoice be rejected after it has been reversed? View answer
INVOICE APPROVAL: Why is my name at the bottom of a reduced invoice notification? View answer
INVOICE APPROVAL: What is a backup Accounting code reviewer? View answer
INVOICE APPROVAL: How do I see all of my pending invoices? View answer
INVOICE APPROVAL: How do I reverse an invoice? View answer
INVOICE APPROVAL: How do I resolve invoice audits? View answer
INVOICE APPROVAL: How do I reject an invoice? View answer
INVOICE APPROVAL: How do I apply a credit? View answer
INVOICE APPROVAL: How do I adjust an invoice? View answer
INVOICE APPROVAL: How can I notify users that an invoice is pending their reivew? View answer
INVOICE APPROVAL: Does Tracker automatically send reminder emails that an invoice is pending someone's review? View answer
INVOICE APPROVAL: Do I need to notify our Accounts Payable department that I have reversed an invoice? View answer
INVOICE APPROVAL: Can I edit a PDF invoice posted by the firm? View answer
INVOICE APPROVAL: How can I clear task code alerts during invoice approval? View answer
Invoice Audits, Invoice Approval
FIRMS: Can Firms View Their Outside Counsel Evaluations? View answer
Firms, Reports, Invoice Approval
Law Firm/Vendor: INVOICING: How to post a non-LEDES Invoice? View answer
MATTER MANAGEMENT: How do I turn off or disable Outside Counsel Evaluations? View answer
Matter Management, Templates, Invoice Approval
Matter Management: What is the purpose of outside counsel evaluations? View answer
Matter Management, Firms, Reports, Invoice Approval
REPORTS: How do I schedule reports? 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
Law Firm/Vendor, Budgets
BUDGETS: Why is there a budget pending review when budgets are not required? View answer
Budgets
ACCOUNTING CODES: Where accounting codes are required, who is responsible for providing or confirming accounting code information? View answer
Accounting Codes
INVOICE APPROVAL: What is a Backup BGR? View answer
Invoice Apprvoval, Invoices
ACCOUNTS PAYABLE: How does my AP Department know what amount to pay when an invoice is in a foreign currency? View answer
BUDGETS: How do I report on budget changes? View answer
Law Firm/Vendor: INVOICING: What does it mean when a law firm says my invoice has audits? View answer
MATTER MANAGEMENT: How do I update multiple matters at once? View answer
ACCOUNTING CODES: How do I ensure that invoices are always routed to the Accounting Code Reviewer for review? View answer
ACCOUNTING CODES: What are "Default Accounting Code Allocations"? View answer
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