Why is Serengeti Tracker unable to identify the correct matter to which I’m attempting to post an invoice?
The matter does not exist or you have not correctly entered the client and matter numbers in Serengeti Tracker. Consequently, Tracker is unable to identify the correct matter to which to post the invoice.
To resolve this, log in to Serengeti Tracker and update the Client and Matter numbers.
- Log in to Serengeti Tracker
- Click on the Client
- Click on Matters
- In the drop down select “All Matters I Can Access”
- Click the Change View button
- Click on the specific billing matter
- In the Law Firm Information section, click on the link to “View/Edit Firm Client & Matter #s”
- Enter the Client number
- Enter the Matter number
- Click Save and Close at the bottom of the screen