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
US User Conference 2019: (Jobs and Workflow) Drop down for service lines in Global View Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: (Jobs and Workflow) Workflow of particular client Tax Return Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: (Jobs and Workflow) Addition of a State/Jurisdiction extension Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: (Billing) Change invoice date to confirmation date Vicky Stephenson 3 comments 3 votes Completed
Time entry - link to open the job David Brown 0 comments 1 vote None
Allocate one time entry amongst clients in the same client group Roger Luchtefeld 3 comments 3 votes Not planned
Report Macros - Range "select all" returns a blank file Shannon Mathews 1 comment 1 vote Answered
Report Macros - Editable by Multiple people Shannon Mathews 2 comments 2 votes Completed
Expense Images Per Client Brad Podzius 0 comments 2 votes None
Toggle Width Brad Podzius 1 comment 3 votes Not planned
Automating Fees Stephen Burrows 2 comments 1 vote Completed
Searching for a client during Time Entry is cumbersome. Lisa Dunnigan 2 comments 1 vote Answered
Add time restrictions to PElert Scheduled Task Admin Lisa Dunnigan 0 comments 2 votes None
Add back the ability to PASTE in the Schedule. Lisa Dunnigan 2 comments 2 votes Completed
Bulk Admin Statements - 60, 90, 120 Days Denise Semrad 4 comments 7 votes Completed
Mobile Time Entry Holly Hewer 1 comment 1 vote Answered
Expense Receipt Selection Brad Podzius 1 comment 3 votes None
Ability to set default columns for all users Will Hard (Hillier Hopkins LLP) 5 comments 2 votes Answered
Work Profiles in Scheduler to pull from PE Caitlin Kleinschmidt 0 comments 2 votes None
Simplify expense process Roger Luchtefeld 1 comment 1 vote Answered
Job archiving feature Evelyn Sexton 1 comment 0 votes Answered
Warning box if change made without clicking Save -All pages Kevin Rookey 0 comments 3 votes None
Payment Button on Fee Note Simon P. Williams 1 comment 0 votes Answered
Allow Partner and Manager to be required fields on Jobs/Services Alex Priore 2 comments 3 votes Not planned
Improve UI on Timesheet entries at end of month David Stringer 2 comments 3 votes Completed
Screen Showing Unsent Bills David Stringer 1 comment 0 votes Answered
Scheduling - Undo Specific Items Brad Podzius 1 comment 1 vote Completed
E-mail fee note with attachment Thompson, Debbie 1 comment 3 votes Answered
WIP Allocation report at a client level Shannon Mathews 1 comment 1 vote Answered
DRS Edit Entry added back to actions button on DRSTransaction Screen Shannon Mathews 1 comment 1 vote Answered