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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: REPORTS: Can a firm run a report to download all documents uploaded in Tracker? View answer

Law Firm/Vendor, Reports

Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: ACCRUALS: Can a Company User input accruals on behalf of a Law Firm? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: EMAILS: What should the firm do if they did not receive their new user email? View answer

Law Firm/Vendor, Emails

Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer

Law Firm/Vendor, Users

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: MATTER MANAGEMENT: What matter profile information can a firm update? View answer

Law Firm/Vendor, Matter Management

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: USERS: Can a law firm move a User to a different firm profile? View answer

Law Firm/Vendor, Users

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

Law Firm/Vendor, Matter Management

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: How can the firm see a list of our audits? View answer

Law Firm/Vendor, Client

Law Firm/Vendor: BUDGETS: Why does the Law Firm User need to acknowledge a budget? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: BUDGETS: Why can the firm user not enter the budget? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: Why can the firm admin not enter budget information? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: ACCRUALS: Does a firm need to enter something if there is no current month estimate or prior unbilled amount? View answer

Law Firm/Vendor, Accruals

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: INVOICING: How does a firm show tax on an invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: BUDGETS: Can a user with Billing Only access post budgets? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: INVOICING: Why does it say my invoice number cannot be used? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: BUDGETS: How do I know who entered the budget? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer

Law Firm/Vendor, Accruals

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: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer

Law Firm/Vendor, Timekeeper

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: ACCRUALS: What is a firm's current month's estimate amount? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: INVOICING: Who at the firm gets Dashboard alert for rejected invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer

Law Firm/Vendor, Matter Management

Law Firm/Vendor: INVOICING: Why is the firm unable to use the same task codes they have used in the past? View answer

Law Firm/Vendor, Invoicing

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: Can firm users share OnePass accounts? View answer

Law Firm/Vendor, OnePass

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

Law Firm/Vendor, OnePass

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

Law Firm/Vendor, OnePass

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

Law Firm/Vendor, Invoicing

Law FIrm/Vendor: INVOICING: Why is the firm being asked for client/matter #? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: ONEPASS: How does a firm user migrate to 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 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: 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: ONEPASS: What should my vendor do if they forgot their password? View answer

Law Firm/Vendor, OnePass

Law Firm/Vendor: INVOICING: Why does it say incomplete instead of "post invoice"? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: USERS:Why is the firm getting a message that the user id is unavailable when they try to add a new user? View answer

Law Firm/Vendor, Users

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