This Legal Tracker Q&A database has been moved to the FAQ section of the Learning Center.
Law Firm/Vendor: FIRM PROFILE: How does a firm edit their remittance address? View answer
Law Firm/Vendor, Firm Profile
USER LOGIN: How do I reset another user's password? View answer
User Login
MATTER GROUPS: Why can't I close a matter group? View answer
Matter Management
ACCRUALS: How do I post accruals? View answer
Accruals
INVOICE APPROVAL: How do I add an approver to an invoice? View answer
Invoice Approval
MATTER MANAGEMENT: What are task code alerts? View answer
Invoice Audits, Matter Management
MATTER MANAGEMENT: How do I close a matter? View answer
INVOICE APPROVAL: How do I remove an additional approver from an invoice? View answer
INVOICES: Why am I unable to move an Invoice to a different matter? View answer
Invoices
TIMEKEEPER: How do I enter a timekeeper rate sheet on behalf of a firm? View answer
Timekeeper, Firms
INVOICE APPROVAL: How do I reverse an invoice? View answer
MATTER UPLOAD: Can I bulk update a custom field through matter upload? View answer
Matter Upload
BUDGETS: How do I view a budget? View answer
Budgets
Law Firm/Vendor: MATTER MANAGMENT: How does a firm user add a user to a matter? View answer
Law Firm/Vendor, Matter Management
BUDGETS: What does it mean to lock a budget? View answer
INVOICE APPROVAL: What are the two options for an Invoice Rejector? View answer
USERS: Can I add or remove a Delegate for another Tracker User? View answer
Users
Law Firm/Vendor: STATUS REPORT: Does a firm need to enter a status report if there is no update? View answer
Law Firm/Vendor, Status Report
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
MATTER PARTICIPANTS: What does Matter Editor & Report Access mean? View answer
Matter Participants
Law Firm/Vendor: FIRM PROFILE: How does a firm designate a main office? View answer
MATTER PARTICIPANTS: What is the difference between all who have access view and the participants/delegates view? View answer
ALTERNATIVE FEE ARRANGEMENTS: What happens if a firm is removed from a Matter on which they had an AFA? View answer
Alternative Fee Arrangements
Law Firm/Vendor: INVOICING: Can a firm post one invoice across multiple matters? View answer
Law Firm/Vendor, Invoicing
INVOICE AUDITS: What triggers a billing period audit? View answer
Invoice Audits
CONTRACTS: How do I report on the Contract fields? View answer
Contracts
MISC: How do I add a Billed to Entity? View answer
Misc
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: TIMEKEEPERS: What can be entered as a timekeeper ID? View answer
Law Firm/Vendor, Timekeeper
MATTER MANAGEMENT: How do I update closed matters? View answer
Law Firm/Vendor: TIMEKEEPERS: Where can firms see list of timekeepers that have been approved in Tracker? View answer
USERS: How do I deactivate a company user? View answer
ACCOUNTS PAYABLE: How do I download a previously run AP Batch? View answers
Accounts Payable
BUDGETS: How can an overdue budget be pending our approval? View answer
INVOICE APPROVAL: What does it mean to reverse an invoice? View answer
ACCOUNTS PAYABLE: How do I batch invoices outside of our regular AP schedule? View answer
INVOICE APPROVAL: What are the consequences of reversing an invoice? View answer
INVOICE APPROVAL: How do I send an invoice back to a previous approver? View answer
USERS: Can I delete a company user? View answer
DOCUMENTS: How do I download all documents in a matter? View answer
Documents
REPORTS: How do I see a list of stuck invoices? View answer
Reports
Law Firm/Vendor: INVOICING: What happens to a disputed invoice after 45 days? View answer
FIRM PROFILE: How do I change the Primary Billing Contact? View answer
Firm Profile
INVOICE APPROVAL: How do I move an invoice to a new matter during invoice approval? View answer
Invoice Approval, Invoices
INVOICE APPROVAL: Can I delegate invoice approval authority? View answer
INVOICE APPROVAL: How do I edit an invoice approval route? View answer
TIMEKEEPERS: Can a law firm have a timekeeper with multiple rates using the same timekeeper id? View answer
Timekeeper
Law Firm/Vendor: INVOICING: How can a firm convert an invoice to a LEDES file? View answer
MATTER CREATION: Can the law firm create a matter? View answer
Matter Creation
Law Firm/Vendor: INVOICING: Can firms see payment information in Tracker? View answer
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