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
A/R Allocation view on all DRS items not just receipts Shannon Mathews 1 comment 6 votes Completed
Group Exposure Grid Becky Woods 1 comment 0 votes Answered
Link to WIP Trans from a Job Tim Johnstone 2 comments 2 votes Completed
In Progress On Jobs Michael Tomkins 1 comment 1 vote Answered
Allow State Jurisdictions to be manually updated John Schmitt 1 comment 0 votes Answered
Job Notes Aimee Osborn 2 comments 4 votes Answered
Add option to select specific Staff Person from Department Schedule Aimee Osborn 0 comments 2 votes None
Job Attributes John Schmitt 7 comments 6 votes Not planned
Job Notes History John Schmitt 1 comment 0 votes Completed
Statement Printing for Groups Justin Drakes 1 comment 2 votes Answered
Notes on each Jurisdiction Brad Podzius 3 comments 2 votes Completed
Bulk Functions - Limit Permissions by Function Aimee Osborn 1 comment 3 votes None
Posted date on Expenses and Disbursements Michelle Harris 2 comments 3 votes Completed
WIP Reserves line on the Global Portfolio dashlet Denise Semrad 0 comments 2 votes None
Workflow status for extensions Denise Semrad 1 comment 1 vote Answered
Change workflow status of multiple jobs Denise Semrad 2 comments 2 votes Not planned
Push jobs/tasks to Staff Denise Semrad 2 comments 2 votes Answered
Contact Name rather than Client Name used on client invoices Denise Semrad 1 comment 1 vote Answered
Import Template - Deposits Shannon Mathews 4 comments 3 votes Completed
Invoice Date default to Shannon Mathews 8 comments 1 vote Completed
Options to add new client status Shannon Mathews 3 comments 1 vote Answered
Inactivate Service in Bulk Shannon Mathews 4 comments 1 vote Completed
Hybrid weekly day view Tim Johnstone 2 comments 1 vote Planned
Filter/Search on All Menu Items Michelle Harris 2 comments 2 votes Completed
Add a box to select all WIP to be written off Danielle Novak 5 comments 6 votes Not planned
Longer Lists when Searching for Clients Amanda Vaughan 1 comment 1 vote Completed
US User Conference 2018: Add Department to the Client Search/Results grid Dee Hambly 1 comment 2 votes Completed
US User Conference 2018: PE Scheduling button in Jobs Alex Priore 0 comments 0 votes None
US User Conference 2018: Option to purge Job notes Alex Priore 0 comments 1 vote Completed
Global Job Management Wanda Hooper 2 comments 1 vote Answered