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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: 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: USERS: Can a firm deactivate users who are on a matter? View answer

Law Firm/Vendor, Users

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

Law Firm/Vendor, Budgets

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

Law Firm/Vendor, Matter Management

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: STATUS REPORT: Why can a firm not edit their status report? View answer

Law Firm/Vendor, Status Report

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 can a firm edit the Bill to Entity on a LEDES file? View answer

Law Firm/Vendor, Invoicing

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, Timekeeper

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

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: INVOICING: How does a firm enter a withholding? View answer

Law Firm/Vendor, Invoicing

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: INVOICING: How does a firm reconcile a payment they received against the invoices they have posted? View answer

Law Firm/Vendor, Invoicing

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

Law Firm/Vendor, Invoicing

Law Firm/Vendor: TIMEKEEPERS: Does anyone at the firm need to approve a timekeeper rate sheet? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: INVOICING: Can a firm user post invoices? 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: Why does it say incomplete instead of "post invoice"? View answer

Law Firm/Vendor, Invoicing

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: USERS: What information is needed to create a new firm user? View answer

Law Firm/Vendor, Users

Law Firm/Vendor: INVOICING: How can a firm user delete an invoice? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: BUDGETS: How can the firm give someone else access to enter a budget? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: BUDGETS: When entering a budget, can a firm user save their work and come back to it? View answer

Law Firm/Vendor, Budgets

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: ACCRUALS: Can a firm edit their accruals information? View answer

Law Firm/Vendor, Accruals

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

Law Firm/Vendor, OnePass

Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer

Law Firm/Vendor, Firm Profile

Law Firm/Vendor: ACCRUALS: Who at the law firm receives the accrual notification emails? View answer

Law Firm/Vendor, Accruals

Law Firm/Vendor: BUDGETS: Why does the firm user not see the Actions tab when trying to submit a budget? View answer

Law Firm/Vendor, Budgets

Law Firm/Vendor: FIRM PROFILE: What does a firm do in the event of a firm merge? View answer

Law Firm/Vendor, Firm Profile

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: TIMEKEEPERS: What is the Effective Date that autofills when posting a timekeeper rate sheet? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: INVOICING: What should a firm enter for the client/matter #? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: TIMEKEEPERS: Can a firm user enter timekeeper rates if we have not enabled timekeeper rate review? View answer

Law Firm/Vendor, Timekeeper

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

Law Firm/Vendor, Budgets

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: INVOICING: Can firms see payment information in Tracker? View answer

Law Firm/Vendor, Invoicing

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

Law Firm/Vendor, Budgets

Law Firm/Vendor: INVOICING: Can a firm change the currency when reposting an invoice? View answer

Law Firm/Vendor, Invoicing

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: 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: 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: CLIENT: Where can firms see a list of invoicing requirements? View answer

Law Firm/Vendor, Client

Law Firm/Vendor: INVOICING: Who at the firm can see payment data in Tracker? View answer

Law Firm/Vendor, Invoicing

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

Law Firm/Vendor, Invoicing

Law Firm/Vendor: INVOICING: How can a firm determine if client requires task codes? View answer

Law Firm/Vendor, Invoicing

Law Firm/Vendor: TIMEKEEPERS: How does a firm post a Timekeeper rate sheet? View answer

Law Firm/Vendor, Timekeeper

Law Firm/Vendor: TIMEKEEPERS: How can a law firm user change a timekeeper id? View answer

Law Firm/Vendor, Timekeeper

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

Law Firm/Vendor, Accruals

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