Feature requests are considered ideas for future versions based on the most current version of IRIS Practice Engine. Please always look through previous requests from other users and vote and comment on those as they may be asking for the same feature. The more votes a request has, the more likely it is to make it into a future release. To vote on an idea, select the link for the desired request and select the up arrow to the left of the title. Our Development team will review all popular requests for possible implementation into a future version.

Show all All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
Bill To Client Email Always Used Bob Fink 0 comments 4 votes None
Update Billers Using "Update Partners and Managers" in Admin John Schmitt 0 comments 2 votes None
Billing portfolio Sasha D. Beritiech 0 comments 0 votes None
Enable automatic search of clients (all) Christiana Efthymiadou 0 comments 2 votes None
Opening two + versions of PE, won't 'keep place' on Billing Portfolio screen Sasha D. Beritiech 0 comments 1 vote None
Add Client In Charge column to Client Search Grid Stephanie Hartje 0 comments 0 votes None
Staff Responsible added to Prospect list Timothy Jewell 0 comments 0 votes None
'Print Grid' button Sasha D. Beritiech 0 comments 0 votes None
Creating a bill from client search screen process change Timothy Jewell 0 comments 2 votes None
Label for Memo vs Draft Comments in Fee Wizard Stephanie Hartje 0 comments 0 votes None
E-mail multiple bills text enhancement Timothy Jewell 0 comments 0 votes None
Bulk Recalculate Due Dates Michelle Harris 0 comments 2 votes None
Spellchecker for draft fees Thompson, Debbie 2 comments 0 votes Answered
Job Description Field - add this to be user created and free form Shannon Hunter 0 comments 0 votes None
Allocate billing amount across both TIME and DISB amounts Stacy Mendenhall 1 comment 2 votes None
Bulk printing billing guides Thompson, Debbie 1 comment 1 vote Answered
Add an option to run a report from within the billing wizard Michelle Harris 1 comment 0 votes None
Reduce scrolling when doing invoicing - This changed in v9.9 Lisa Dunnigan 1 comment 3 votes None
Allocating deposits Esty Klein 1 comment 2 votes None
Need informational pop up when a required field in a questionnaire is missing Lisa Dunnigan 0 comments 1 vote None
Timesheets Dashlet Linda Johnson 3 comments 1 vote None
Client address on the Dashboard Thompson, Debbie 1 comment 0 votes None
Date Placeholders for Recurring Billing, Scheduled Billing and other automated narrative functions Ann Tillis 3 comments 2 votes None
BATCH CONTROL IN CASH DEPOSITS Ann Tillis 1 comment 0 votes None
Leave Request Hours field for Multiple Days Hannah Keller 0 comments 0 votes None
Ability to merge Time and Disb in a scheduled bill Jorge Martin 0 comments 0 votes None
Billing Wizard execution functionality Ann Tillis 0 comments 0 votes None
Simplifying Receipt Entry to minimize the steps needed Lisa Dunnigan 3 comments 3 votes None
Add Biller Field to Client Take-On Michelle Stutz 3 comments 6 votes None
Transfer Options in 9.9 Michelle A. White 1 comment 0 votes None