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

Law Firm/Vendor, Users

Law Firm/Vendor: MATTER MANAGEMENT: What matter profile information can a firm update? View answer

Law Firm/Vendor, Matter Management

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, Invoicing

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

Law Firm/Vendor, Timekeeper

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

Law Firm/Vendor, OnePass

Law Firm/Vendor: INVOICING: How can a firm user be added to a matter to resolve incomplete tasks? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: FIRM PROFILE: How does a firm change their firm administrator? View answer

Law Firm/Vendor, Firm Profile

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

Law Firm/Vendor, Budgets

Law Firm/Vendor: INVOICING: Can a firm user post invoices? 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: ACCRUALS: Can an accruals window be re-opened to allow the firm time to enter their unbilled amounts? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: INVOICING: How can a firm view all invoices posted to a matter? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: Where can a firm find client tax id? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: How can a firm reflect taxes on a LEDES invoice where X codes are required? View answer

Law Firm/Vendor, Invoicing

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: FIRM PROFILE: Who at the firm can update the firm name? View answer

Law Firm/Vendor, Firm Profile

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

Law Firm/Vendor, Accruals

Law Firm/Vendor: INVOICING: How can a firm reflect multiple taxes on an invoice? View answer

Law Firm/Vendor, Invoicing

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: INVOICING: What happens to a disputed invoice after 45 days? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer

Law Firm/Vendor, Invoicing

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: INVOICING: If a firm/vendor is reposting the difference of a reduced invoice, can they use the original invoice number? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: How can a firm enter their billing period start date? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: Using the LEDES Generator, is there a way for a firm user to save what has been entered and come back to it later? View answer

Law Firm/Vendor, Invoicing

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

Law Firm/Vendor, Budgets

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

Law Firm/Vendor, Invoicing

Law Firm/Vendor: USERS: Can a firm deactivate users who are on a matter? View answer

Law Firm/Vendor, Users

Law Firm/Vendor: ACCRUALS: Can a firm enter accrual information in bulk? View answer

Law Firm/Vendor, Accruals

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: Does the firm receive a notice if they deactivate a user on a matter? View answer

Law Firm/Vendor, Users

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: MATTER MANAGEMENT: Can a firm edit the Lead Outside Counsel designation? View answer

Law Firm/Vendor, Matter Management

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: FIRM PROFILE: Can a firm delete an office? View answer

Law Firm/Vendor, Firm Profile

Law Firm/Vendor: INVOICING: How can a firm show a past due balance on an invoice? 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: TIMEKEEPERS: Can a delegate submit a timekeeper rate sheet? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: INVOICING: Can a firm re-use the same invoice number when reposting a rejected 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

Law Firm/Vendor: INVOICING: How does a firm re-post a rejected invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: TIMEKEEPERS: How does a firm change a Timekeeper ID to match their billing software? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: FIRM PROFILE: Does a firm admin have access to all matters in the system? View answer

Law Firm/Vendor, Firm Profile

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

Law Firm/Vendor, Invoicing

Law Firm/Vendor: FIRM PROFILE: How does a firm edit their Firm name? View answer

Law Firm/Vendor, Firm Profile

Law Firm/Vendor: TIMEKEEPERS: How can a firm edit a timekeeper rate sheet? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: CLIENT: Where can firms see a list of invoicing requirements? View answer

Law Firm/Vendor, Client

Law Firm/Vendor: INVOICING: What is LEDES Speedpost? View answer

Law Firm/Vendor, Invoicing

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