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Law Firm/Vendor: INVOICING: Where does a firm see if an invoice has been paid? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: Why is the firm receiving the error message that UTBMS codes are required when trying to upload their invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: Where can the firm see a list of incomplete tasks on a matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer

Law Firm/Vendor, OnePass

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: ONEPASS: What should my vendor do if they forgot their password? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: ONEPASS: What should my vendor do if they forgot their username? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: FIRM PROFILE: What does a firm need to do in the event the firm name changed? View answer

Law Firm/Vendor, Firm Profile

Law Firm/Vendor: STATUS REPORT: If a firm entered a note instead of a status report, will that satisfy the requirement? View answer

Law Firm/Vendor, Status Report

Law Firm/Vendor: STATUS REPORT: Why can a firm not edit their status report? View answer

Law Firm/Vendor, Status Report

Law Firm/Vendor: TIMEKEEPERS: Can a firm delete old timekeepers? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: TIMEKEEPERS: How can a firm change a timekeeper classification? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: TIMEKEEPERS: What is the total number of timekeepers a firm can be included in a .csv file? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer

Law Firm/Vendor, Training

Law Firm/Vendor: USERS: Can firms bulk update their users to replace a lead outside counsel? View answer

Law Firm/Vendor, Users

Law Firm/Vendor: USERS: How can a firm administrator see a delegate for another user? View answer

Law Firm/Vendor, Users

Law Firm/Vendor: USERS: How does a firm user set a user as delegate for every user at the firm? View answer

Law Firm/Vendor, Users

Law Firm/Vendor: USERS: What information is needed to create a new firm user? View answer

Law Firm/Vendor, Users

Law Firm/Vendor: BUDGETS: Who at the firm receives budget reminders? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: Why does the firm keep receiving a budget notification email? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: What is a phased budget? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: What currency can a firm submit a budget in? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: If the firm hasn't entered a budget, can they still post their invoices? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: REPORTS: How can a firm run an Invoices Report for specific matter(s)? View answer

Law Firm/Vendor, Reports

Law Firm/Vendor: CLIENT: How can the firm see a list of our audits? View answer

Law Firm/Vendor, Client

Law Firm/Vendor: CLIENT: What does a firm do if they do not see us on their client list? View answer

Law Firm/Vendor, Client

Law Firm/Vendor: CLIENT: Why does it say a Law Firm User has no access to our database? View answer

Law Firm/Vendor, Client

Law Firm/Vendor: ACCRUALS: What can a law firm do if they miss the accrual period? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: ACCRUALS: What is a firm's current month's estimate amount? View answer

Law Firm/Vendor, Accruals

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

Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: ONEPASS: Can firm users share OnePass accounts? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: MATTER PARTICIPANT What does a firm user do if they can log in, but they do not see any matters? View answer

Law Firm/Vendor, Matter Participants

Law Firm/Vendor: ONEPASS: Does the username have to be the email address? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: ONEPASS: How does a firm user migrate to OnePass? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: ACCRUALS: What happens if a firm does not submit their accruals within the accrual window? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: ONEPASS: What happens if the law firm user doesn't see a verification method and cannot sign in? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: ACCRUALS: What does a law firm need to do to remove the hold on an invoice posted during the accural period? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: ACCRUALS: If the firm hasn't entered their accruals/unbilled amounts, can they still upload their invoices? View answer

Law Firm/Vendor, Accruals

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: ONEPASS: Why can the firm admin not reset a user's password? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: ONEPASS: Why does a User need to choose between two different Registration Keys? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: FIRM PROFILE: Can a firm delete an office? View answer

Law Firm/Vendor, Firm Profile

Law Firm/Vendor: FIRM PROFILE: How do I change the name that appears at the bottom of the screen? View answer

Law Firm/Vendor, Firm Profile

Law Firm/Vendor: ACCRUALS: How does a firm know if the accruals window is open? View answer

Law Firm/Vendor, Accruals

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