This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
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: INVOICING: What firm remittance information gets populated on an invoice? View answer
Law Firm/Vendor, Invoicing
Law Firm/Vendor: INVOICING: What should a firm do if they have invoices to post after the matter is resolved? View answer
Law Firm/Vendor: ONEPASS: Do firm users have to use OnePass? View answer
Law Firm/Vendor, OnePass
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm user get all matter access? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: TRAINING: Where can a law firm download the New User Guides? View answer
Law Firm/Vendor, Training
Law Firm/Vendor: INVOICING: How does a firm show tax on an invoice? View answer
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: INVOICING: How does a firm post an invoice to a consolidated billing matter? View answer
Law Firm/Vendor: BUDGETS: Can a firm edit their budget? View answer
Law Firm/Vendor, Budgets
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: BUDGETS: Who at the firm receives budget reminders? View answer
Law Firm/Vendor: INVOICING: How does a firm enter tax information on a non-LEDES invoice? View answer
Law Firm/Vendor: INVOICING: How can a firm see payment data in Tracker? View answer
Law Firm/Vendor: ONEPASS: Why does it show another user's name when they log in? View answer
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: INVOICING: How can a firm enter their billing period end date? View answer
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? 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: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm run a report to see what their timekeepers are billing? View answer
Law Firm/Vendor: INVOICING:Where can a firm get a list of UTBMS codes? View answer
Law Firm/Vendor: FIRM PROFILE: How can a firm see who has created an office profile? View answer
Law Firm/Vendor: FIRM PROFILE: Can a firm create a new office? View answer
Law Firm/Vendor: INVOICING: Why can't the firm user see the incomplete tasks? View answer
Law Firm/Vendor: ONEPASS: What happens if the firm user is not receiving the password reset email from OnePass? View answer
Law Firm/Vendor: TIMEKEEPERS: Why does the same timekeeper appear multiple times when using the "create online"/auto-fill option? View answer
Law Firm/Vendor: BUDGETS: What should the firm do if they have submitted a budget and the invoice is still on hold? View answer
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: INVOICING: Why does a firm only see invoices from the last 30 days under the View Invoices tab? View answer
Law Firm/Vendor: INVOICING: Who at the firm receives an email notification of a rejected invoice? View answer
Law Firm/Vendor: TIMEKEEPERS: Does a firm need to add timekeepers to Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: When adding new timekeepers, do I need to include previous timekeepers on the rate sheet? View answer
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: INVOICING: Can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor: ACCRUALS: Can a firm admin post accruals information? 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: INVOICING: How can a firm see the status of their invoices? View answer
Law Firm/Vendor: FIRM PROFILE: Where does a firm enter their Wire Transfer information? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
Law Firm/Vendor: ACCURALS: How can a law firm edit the accrual amount they have already entered? View answer
Law Firm/Vendor: INVOICING: Where does a firm enter their Firm Matter # and Firm Client # when using the LEDES Generator? View answer
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: BUDGETS: How does a firm user enter a budget? View answer
Law Firm/Vendor: ACCRUALS: How can a law firm enter accruals for more than one matter at a time? View answer
Law Firm/Vendor: INVOICING: Can a firm admin post invoices to any matter? View answer
Law Firm/Vendor
Law Firm/Vendor: CLIENT: Where does a firm export a list of all their Clients? View answer
Law Firm/Vendor, Client
Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer
Law Firm/Vendor: INVOICING: Why can't a firm delete a rejected invoice? View answer
Law Firm/Vendor: ONEPASS: Why can the firm admin not reset a user's password? View answer
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