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
Reference Note Box Kessy Ayisire 0 comments 1 vote None
DRS/Collection field rename Thompson, Debbie 0 comments 0 votes None
Client Credit Control Dashlet Enhancement request Augustine, Jen 0 comments 0 votes None
WIP limits and notifications Craig Williams 0 comments 0 votes None
Remove the collapsing of Due Diligence Questionnaire in 9.9 Danielle Kilkenny 0 comments 1 vote None
Client Data Model Nina Sanidad 1 comment 1 vote None
Save Expanded Selections on Analysis Tab Brad Podzius 2 comments 4 votes None
Recurring Bills-Review Draft invoices Jessica Odefey 0 comments 1 vote None
Credit Control Dashboard Esty Klein 0 comments 0 votes None
Bulk Add Jurisdiction(s) to existing jobs Janet Lauzon 0 comments 1 vote None
Note Notifications Justin Drakes 1 comment 2 votes None
Invoice formatting functionality Sasha D. Beritiech 0 comments 2 votes None
Query Builder: using multiple Data Models Nina Sanidad 0 comments 0 votes None
Error when Recurring Bill to Lost Client Whitnie Schwartz 0 comments 4 votes None
Query Builder Thomas Ffrench 3 comments 2 votes None
Receivables - Invoice History display default Ann Tillis 0 comments 0 votes None
Staff Dashboard Bills PTD Thompson, Debbie 0 comments 0 votes None
WIP Grids Michelle A. White 0 comments 0 votes None
Auto-Refresh Steven L. Hart 0 comments 0 votes None
Previous bill narratives - only displays DISB or TIME not both together Will Hard (Hillier Hopkins LLP) 0 comments 0 votes None
Date placeholders for billing narratives for year end date etc Michael Barclay 1 comment 6 votes None
Billing an interim bill on a group client Ann Tillis 0 comments 0 votes None
Set dashboard defaults for new reports dashboard Evelyn Sexton 0 comments 0 votes None
Bill To Client Email Always Used Bob Fink 0 comments 6 votes None
Update Billers Using "Update Partners and Managers" in Admin John Schmitt 0 comments 3 votes None
Billing portfolio Sasha D. Beritiech 0 comments 2 votes None
Enable automatic search of clients (all) Christiana Efthymiadou 0 comments 2 votes None
Opening two + versions of PE, won't 'keep place' on Billing Portfolio screen Sasha D. Beritiech 0 comments 1 vote None
Add Client In Charge column to Client Search Grid Stephanie Hartje 0 comments 1 vote None
Staff Responsible added to Prospect list Timothy Jewell 0 comments 0 votes None