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
PE could auto complete earlier tasks Susan Pudge 1 comment 0 votes Answered
Add option to relieve WIP on Scheduled Bills Brad Podzius 0 comments 2 votes None
Add option to require review of OOS time for all billing types Brad Podzius 0 comments 1 vote None
Default VAT Tax Rates at Service Level Brad Podzius 0 comments 1 vote None
Default Job Creation Date Whitnie Schwartz 0 comments 1 vote None
Set Task Codes Chargability in Master List Whitnie Schwartz 0 comments 4 votes None
Tie Office Permissions to Bank Accounts Heather Barbee 0 comments 1 vote None
Job Templates Screen Whitnie Schwartz 0 comments 3 votes None
Fee approval links Linda Monk 1 comment 0 votes None
Timer and Time Entry from My Desk/Staff Jobs Steven L. Hart 0 comments 1 vote None
Default for interest generated Brad Podzius 0 comments 3 votes None
A/R Journal Entry across Grouped Clients Brad Podzius 0 comments 4 votes None
Mail Merge Lists Melissa Meeks 1 comment 2 votes Answered
We should be able to hit Enter on search screens without clicking the button Stacy Mendenhall 0 comments 5 votes None
Service Roles Stephanie Hartje 0 comments 0 votes None
Forward jobs from Pools in bulk Heather Barbee 6 comments 2 votes None
See who created a job Stephanie Hartje 1 comment 3 votes Planned
Recurring Bill - delivery format Michelle Harris 0 comments 0 votes None
Update Service and Client Management from Job Option Susan Sterne 0 comments 0 votes None
AR Write-off Date Stacy Mendenhall 2 comments 0 votes Answered
Staff Replacement Baila Kupferstein 0 comments 2 votes None
PTO/Leave Rollover Options by Grade Brad Podzius 0 comments 3 votes None
Job Billing Value - Allow $0.00 Shannon Hunter 0 comments 4 votes None
Staff Budgets Linda Johnson 2 comments 0 votes Answered
Add ability to set up Take on fields per Organization Brad Podzius 0 comments 3 votes None
Move inactive Service line to Not Engaged Stacy Mendenhall 0 comments 2 votes None
Add Service Quick Link Stacy Mendenhall 1 comment 1 vote None
True Period Close Derrick Fung 2 comments 1 vote None
Job History - Log Complexity Level Changes Shannon Hunter 0 comments 1 vote None
Client Dashlet Zoë Moore 1 comment 2 votes None