(Affinity) – Matter Hold & Individual entry Hold
Mitimes provides the ability to choose, at an organisation level, whether or not you post timesheet entries to a Matter on hold and whether you allow users to place individual entries on hold.
To make your selection go to the hamburger menu on the top right of your screen & select settings.
(Affinity) – Matter Hold & Individual entry Hold
Scroll down the page and select “4. Setup organisation Configuration”
(Affinity) – Matter Hold & Individual entry Hold
Select your preference for each (the default is shown in the picture below).
Yes to posting to held matters
(Affinity) – Matter Hold & Individual entry Hold
If you submit to matters on Hold in Affinity
This will allow them to be posted to Affinity for reporting
The entries will show as posted (in Mitimes) with an “On Hold” label
The Label disappears when the matter is taken off hold in Affinity (and the time will then post)
Please see this illustrated below; When your user creates a time entry against a matter on hold, a warning label will appear at the top of the timesheet entry;
Once you post it, it will display like this;
Close the entry and you will see the “On Hold” label
(Affinity) – Matter Hold & Individual entry Hold
The “On Hold” label will disappear once the matter is released off hold in Affinity. No further action is required.
No to posting to held matters
If you choose to not submit to matters on Hold in Affinity
The entries will stay in the timesheet
The entries will show unposted (in Mitimes) with an “On Hold” label
The Label disappears when the matter is taken off hold in Affinity (and the time will
then post)
When your user creates a time entry against a matter on hold, a warning label will appear at the top of the timesheet entry;
It will stay on the timesheet until the matter is released off hold. Close the entry and you will see the “On Hold” label
Once the matter is released off hold in Affinity, the label will disappear and the entry will post at 11pm ACST.
Yes to allowing fee earners to place time entries on hold
If you choose to give fee earners the ability to hold time entries, they can choose this feature through the drop down menu on the entry
Simply click on the down arrow & select “Place time entry on-hold”
Once selected, a label will appear telling the user that the entry is on hold
When they close the entry it will appear like this;
The users will also see a separate TAB appear for them to manage their manually held entries
They can just click on the “on-hold” TAB and we will filter all their entries and display those on hold.
To post these entries the user just clicks the down arrow and selects “post now” or “post all completed for this matter”
No to allowing fee earners to place time entries on hold
If you select No (which is the default) the fee earner will not have this option available to them.