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
Client Offboarding Process Brad Podzius 3 comments 4 votes None
Holiday Allowance on approval screen Mark Smith 0 comments 2 votes None
See Outstanding Credits During Cash Receipt Entry Amanda Vaughan 6 comments 5 votes Completed
Narrative on recurring fees Emma Moss 1 comment 2 votes Answered
AR Partner/Manager assignment for the Portfolio view Stacy Mendenhall 6 comments 3 votes Completed
SSRS Integration Password David Kelso 1 comment 3 votes Completed
Client Gain/Loss Details David Kelso 4 comments 6 votes Completed
Job setup in Assurance Audra Picerno 2 comments 5 votes Completed
Staff Budgets - View Only Page Brad Podzius 1 comment 0 votes Completed
Transfer WIP between Client and Internal Brad Podzius 1 comment 3 votes Not planned
Staff Tasks - Due Date George Frewin 2 comments 0 votes Completed
Adding master tasks to job tempaltes George Frewin 1 comment 1 vote Completed
Ability to have more than 1 VAT Receipt (RFP Receipt) layout Michelle Harris 1 comment 0 votes Completed
Jobs and Tasks Jane Trudgill 0 comments 2 votes None
Input Masks in data fields - For consistently formatted data Steve Perkins 6 comments 7 votes Planned
Restore to WIP option earlier in the billing process Paul Hopkinson 2 comments 0 votes Completed
Pre authorisation stage adding attachment to invoice Paul Hopkinson 2 comments 0 votes Completed
Timesheet approval by job manager Stephen Michaelides 1 comment 0 votes Completed
JOB TEMPLATES George Frewin 2 comments 3 votes Not planned
BULK CLIENT ADMIN - PARTNER/MANAGER/IN CHARGE George Frewin 0 comments 1 vote Completed
BULK JOB ADMIN - REVIEW LOG George Frewin 1 comment 0 votes Completed
Budgeting Jobs Sunil Shah at MGRWK 0 comments 2 votes None
AR Manager Audra Picerno 2 comments 3 votes Completed
Simplify Permissions Joe Gutierrez 2 comments 3 votes Planned
9.5 changing dates and ranges filters John Buckley 1 comment 2 votes Completed
New status Eoin Bairead 4 comments 1 vote Not planned
EOY backup Eoin Bairead 1 comment 0 votes Answered
Interim Billing Michelle Marshall 3 comments 3 votes Answered
Notes/Events for Groups Joe Gutierrez 1 comment 2 votes Completed
Date Format when selecting Date Range for Report Running Jennifer Steward 2 comments 0 votes Answered