IRIS Practice Engine Feature Requests

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.

Add the Client Group Column or search field to the Update Partners & Managers Leann Griffith December 18, 2015 20:01 3 comments 3 votes Completed

Emailing RFP receipts from Client DRS transactions Vicky Stephenson December 16, 2015 11:12 1 comment 1 vote Completed

AR Aging report at specific date Roger Luchtefeld December 14, 2015 22:31 1 comment 4 votes Answered

Assurance - Events Sarah Taylor December 14, 2015 17:40 1 comment 1 vote Completed

Add internal client as option on work timer Brad Podzius December 12, 2015 15:44 0 comments 3 votes Completed

Search Field and Drop-down options for Job Templates page Brad Podzius December 10, 2015 21:26 2 comments 3 votes Completed

Invoice emailing Evelyn Sexton November 17, 2015 18:54 1 comment 1 vote Answered

Add Status, Organisation, Office to A Dashlet on Client Dashboard Melissa Seehorn October 28, 2015 13:29 3 comments 3 votes Completed

Seeing available staff when scheduling Lisa Dunnigan October 21, 2015 15:00 2 comments 2 votes Completed

Billing Guide Michelle Jenkins October 12, 2015 11:29 1 comment 0 votes Answered

Ability to add logo to front screen Michelle Jenkins October 02, 2015 09:45 1 comment 2 votes Answered

Please bring back the colors in the Dept Schedule! Lisa Dunnigan September 28, 2015 17:35 2 comments 4 votes Completed

Billing Guides Wanda Hooper September 03, 2015 15:14 1 comment 1 vote Answered

Bill Drafts Sara Newman August 26, 2015 15:18 3 comments 0 votes Answered

Have consistent date formats in Job Dates screen Roger Luchtefeld August 11, 2015 14:09 1 comment 1 vote Answered

Job group/master file Evelyn Sexton July 29, 2015 16:00 2 comments 2 votes Answered

Allow forwarding aof jobs to staff not assigned to job roles Lisa Dunnigan July 27, 2015 15:24 8 comments 3 votes Completed

Tax Return Controls Dashlet enhancement request Lisa Dunnigan July 27, 2015 15:21 4 comments 4 votes Completed

Job Notes Lisa Dunnigan July 20, 2015 15:24 8 comments 2 votes Completed

Bill percentages throught bill wizard Leann Griffith July 15, 2015 21:21 2 comments 1 vote Answered

Portfolio Summary Michelle Jenkins July 15, 2015 11:05 2 comments 2 votes Not planned

Add job status/bill guide print to WIP Portfolio by Job Owner Leann Griffith June 19, 2015 17:35 3 comments 2 votes Completed

Client rating in jobs lists Evelyn Sexton June 17, 2015 23:24 3 comments 0 votes Completed

Would like to see more details on Job Task screen Lisa Dunnigan June 11, 2015 20:39 4 comments 1 vote Completed

Would like to see some type of confirmation that emailed invoices and statements were sent. Lisa Dunnigan June 02, 2015 17:30 2 comments 2 votes Completed

Add All/None Buttons under Create New Calendar Entry Tammy Frost May 14, 2015 15:33 3 comments 2 votes Completed

Customize Leave Request Types on Leave Request Page & Show Number of Days Requested Melissa Seehorn March 17, 2015 12:28 3 comments 1 vote Completed

Add UnPosted WIP Option on WIP tab for Zero Bill Melissa Seehorn February 16, 2015 20:14 6 comments 6 votes Completed

Separate Folder for Rejected Drafts/Zero Bills Melissa Seehorn February 16, 2015 20:08 3 comments 1 vote Completed

Add check number to "View Allocation" reports for receipts posted. Lisa Dunnigan February 12, 2015 19:26 1 comment 5 votes Completed