IRIS Practice Engine Feature Requests

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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
Printing Statements Karen.Koedding 0 comments 2 votes None
Report Builder Within PE Derrick Fung 5 comments 8 votes Completed
Flexibility for Portfolio Permissions Stephanie Hartje 3 comments 1 vote None
Client Details Widget - Add Preferred Contact Email Address Will Hard (Hillier Hopkins LLP) 0 comments 1 vote None
Staff Leave Cancellation- a Show all option Vicky Stephenson 0 comments 2 votes None
View Details of Zero Bill Stacy Mendenhall 0 comments 3 votes None
EMail Status Enhancements Dee Hambly 0 comments 2 votes None
Make 'phone' fields consistent size Roger Luchtefeld 0 comments 3 votes None
Bulk Update Client Status via Batch / Bulk Client Admin Area Jennifer Steward 0 comments 1 vote None
Add ability to turn off warning when releasing time on a timesheet Paul Dungey 0 comments 1 vote Not planned
Job Notes Graham Steen 2 comments 1 vote Completed
Next Due Date for Jurisdictions Roger Luchtefeld 1 comment 0 votes Answered
Invoice File Name Shazil Qadri 2 comments 3 votes None
Global Portfolio, Client Ownership Portfolio, and Service Ownership Portfolio Dashlets Shazil Qadri 0 comments 0 votes Completed
Client Take-On Request Shazil Qadri 1 comment 0 votes Not planned
Sorting Options on Batch Jobs Screen Rachel Butler 0 comments 2 votes None
Use Reapply Job Template Bulk Update to push out Name Change Alex Priore 0 comments 4 votes None
Direct Debits Eoin Bairéad 1 comment 0 votes Answered
WIP and AR Reserve - Open Text Box Request Michelle White 1 comment 0 votes Completed
Make Jurisdiction search similar to client/staff search Roger Luchtefeld 1 comment 2 votes Completed
Prospect Setup (Like Assurance Request Setup) Caitlin Kleinschmidt 0 comments 2 votes None
Client Details History Stacy Mendenhall 6 comments 5 votes None
Show Jobs that can be rolled after Clicking “New Job” Button. John Schmitt 0 comments 5 votes None
Login Timeout Increase or Customization Brian Davis 2 comments 2 votes Not planned
Job Control Dashlet Links Graham Steen 2 comments 2 votes Not planned
Adding the ability to select multiples from drop downs in Department Schedule Lisa Dunnigan 0 comments 2 votes None
Timesheet Aesthetics Kieran Todd 2 comments 5 votes Completed
Indicate a "Completion Score" on a Job Brad Podzius 1 comment 6 votes Completed
Visual warning when chargeable time put in advance David Stringer 1 comment 2 votes Not planned
Global Job Management - AR Balances Michelle Stutz 1 comment 2 votes Completed