This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: ACCRUALS: What is a firm's prior months unbilled amount? View answer
Law Firm/Vendor, Accruals
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor, Firm Profile
Law Firm/Vendor: FIRM PROFILE: How does a law firm delete their profile after they disolve? View answer
Law Firm/Vendor: ACCRUALS: What should the firm enter if there are no unbilled amounts for the period? View answer
Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer
Law Firm/Vendor, Matter Management
Law Firm/Vendor: FIRM PROFILE: I am the Lead System Administrator, why does my name not appear on the bottom of the screen? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do if there are duplicate firm profiles? View answer
Law Firm/Vendor: ACCRUALS: Why does the red exclaimation point appear even after a law firm has entered accruals? View answer
Law Firm/Vendor: MATTER MANAGEMENT: How does a firm create a new matter? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer
Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? 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: ACCRUALS: How can a firm check to see if their accruals saved? View answer
Law Firm/Vendor: FIRM PROFILE: Which fields are Client specific in the Firm Profile? 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: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer
Law Firm/Vendor: ACCRUALS: Can a user with Billing only post accruals? View answer
Law Firm/Vendor: ACCRUALS: Can a firm submit their accruals after the accruals period? View answer
Law Firm/Vendor: MATTER MANAGEMENT: Can a firm create a matter? View answer
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: 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
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
Law Firm/Vendor: USERS: Why can the firm not see our matter after they deactivated a user? View answer
Law Firm/Vendor: DASHBOARD: What does JOBS mean? View answer
Law Firm/Vendor, Dashboards
Law Firm/Vendor: USERS: What happens if a firm deactivates a user who is on a matter? View answer
Law Firm/Vendor: USERS: How does a firm user set user as delegate for another firm user? View answer
Law Firm/Vendor: INVOICING: How can a firm see if a tax rate has been approved? View answer
Law Firm/Vendor: USERS: Does the firm receive a notice if they deactivate a user on a matter? View answer
Law Firm/Vendor: USERS: Can someone at the firm be set up to resolve all incomplete tasks? View answer
Law Firm/Vendor: USERS: Can a law firm move a User to a different firm profile? View answer
Law Firm/Vendor: INVOICING: Do firms receive an email notification or an alert when payment has posted? View answer
Law Firm/Vendor: INVOICING: How can a firm post a LEDES invoice that has been rejected in error, if their books have been closed for the year? View answer
Law Firm/Vendor: TRAINING: What does a new law firm user do if they want additional training on Tracker? View answer
Law Firm/Vendor, Training
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, Timekeeper
Law Firm/Vendor: TIMEKEEPERS: Who receives notification when a Timekeeper Rate Sheet is approved? View answer
Law Firm/Vendor: TIMEKEEPERS: Who at the firm can post a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where do I add a comment about the rates we are submitting in the Rate Sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in 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: INVOICING: How does a firm enter a withholding? View answer
Law Firm/Vendor: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer
Law Firm/Vendor: TIMEKEEPERS: What is happening to the leading zeros in my Timekeeper Rate Sheet? View answer
Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer
Law Firm/Vendor: TIMEKEEPERS: Is YOE (years of expereince) a required field when creating a timekeeper rate sheet online? 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: MATTER MANAGEMENT: Can a firm close a matter? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeepers name? View answer
Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a law firm identify what rates have been approved by client? View answer
Law Firm/Vendor: TIMEKEEPERS: How can a firm submit a matter specific rate? View answer
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