Pending Matters: Assign Time Temporarily

Have more questions? Submit a request

A clever, convenient way to track your time while you wait for a Client / Matter to be added to your firm’s Practice Management System.

Just because a new Client / Matter hasn’t yet been loaded onto the Practice Management System (PMS) shouldn’t mean you can’t start work and assign time to it. Time by Ping (TBP) takes care of this problem with Pending Matters – an easy way to capture and assign your time locally while you wait for the PMS to catch up.

What’s a Pending Matter?

Our Pending Matter feature is a quick and simple way to create a temporary, local Client / Matter and assign time to it while you’re waiting for the permanent Client /Matter to be added to the PMS. 

You can easily spot a Pending Matter as it will be clearly indicated on the right-hand side of any Activity in your Timeline or Entry in your Timesheet, where you’d normally see the Client Name and Client / Matter number. It will also be highlighted in grey. 

Screen_Shot_2021-09-30_at_1.07.11_PM.png

How do I create a Pending Matter?

To create a new Pending Matter, select the Timeline tab and:

  1. Click CML_Edit.png on the top-right of your Current Matters List (CML) to bring up the ‘Edit Matter List’ windowEdit_CML.gif
  2. Click on ‘Assign to New Pending Matter’, name the folder and click ‘Save’. You’ll now see your new Pending Matter under the Edit Matter List on the left-hand side of the window and, when you close this window, in your CMLAdd_Pending.gif

How do I rename a Pending Matter?

  1. Open the Pending Matter Settings modal by clicking on the Client / Matter settings cog wherever you see the Pending Matter name:
    • Directly from the Client / Matter header in the Timeline or Timesheet
    • Edit Current Matter List (via the Timeline or the Daily timesheet panel
  2. You will see the Pending Matter name. Edit this, and the Pending Matter name will be updated.
  3. Click Save & Close

rename_pending.gif

How do I remove a Pending Matter from my CML?

You can remove a Pending Matter from your CML in two ways:

  • Make sure you haven’t selected any Activities in your Timeline, which means your CML is in ‘filter mode’. Then just hover your cursor over any Pending Matter in your CML and click cross.png to remove it – simple.
  • Or you can click CML_Edit.png in the top right of your CML to bring up the ‘Edit Matter List’ window. Here, just click cross.png next to the relevant Pending Matter to remove it.

If you remove a Pending Matter with an Activity assigned to it for that day from your CML, it will remain in your CML for that day until you re-assign it to a permanent Client / Matter. Once you do that, the Pending Matter will drop off your CML but remain on your Local List if you ever need it again.

 

How do I find days with time assigned to a Pending Matter?

Easily! When you open your Month View you will see those days which have time assigned to a Pending Matter indicated by a dot underneath the date. Like so:

Screen_Shot_2021-12-30_at_2.09.42_PM.png

This will allow you to quickly navigate to those days and re-assign that time to the correct Client / Matter once it is ready. 

 

How do I re-assign time from a Pending Matter?

Once a Client / Matter has been added to the PMS, you can re-assign your time to it from a Pending Matter via your Timeline or your Timesheet (we’d recommend the latter).

In your Timeline:

  1. Click on the Pending Matter Activity and the Client / Matter box will pop up on the right-hand side of your screen, above your CML. If you want to re-assign multiple Activities check ‘Select all activities’ and click ‘Re-assign’.
  2. In the search box, type in the name of the client or matter and then click ‘Search Firmwide’. This will search the entire PMS and show you the relevant clients and matters.
  3. When you locate the right one, click on it and then click ‘Save & Close’.

Assign_Pending_Time_TL.gif

In your Timesheet:

  1. Click on the Pending Matter Entry and the Client / Matter box will pop up on the right-hand side of your screen, above your Daily Timesheet. If you want to re-assign multiple entries, click on the Entry header or check ‘Select all entries’. Click on Three_dots.png and then ‘Re-assign’.
  2. In the search box, type in the name of the client or matter and then click ‘Search Firmwide’. This will search the entire PMS and show you any relevant clients or matters.
  3. When you locate the right one, click on it and then click ‘Save & Close’.

Assign_Pending_Time.gif

Don’t forget that you’ll need to go back to each individual day to re-assign your time from that day.

Can I release time for a Pending Matter?

You can’t release time assigned to a Pending Matter as it isn’t assigned to a Client / Matter in the PMS. This means all Activities and Entries assigned to a Pending Matter have a ‘Needs Review’ status:

Screen_Shot_2021-09-30_at_1.07.11_PM.png

If you try to release your time for the entire day (via the ‘Release Day’ button) but still have Entries for that day assigned to Pending Matters, you’ll see a Notification Bar in the Release Confirmation window:

Release_Error.png

To release your time for that day just re-assign all Pending Matter Entries to a permanent Client / Matter as we describe above.

 

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful
  • Training

    An interactive tutorial to learn TBP in no time