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
Web Hooks in PE John Schmitt 0 comments 3 votes None
Importing budgets Stacy Mendenhall 0 comments 0 votes None
Ability to Change Labels Steven L. Hart 0 comments 3 votes None
Staff budget all option Evelyn Sexton 1 comment 2 votes Completed
Dimensional Reporting Steven L. Hart 1 comment 0 votes Answered
Staff Productivity - Show Period to Date and Year to Date Total Hours Shannon Hunter 2 comments 6 votes Completed
AR Collection Email on billing wizard Stacy Mendenhall 3 comments 4 votes Completed
Ability to Import Job Billing Value Jessica Odefey 0 comments 7 votes None
Add creator column to Billing portfolio - approved/ confirmable Michelle Harris 1 comment 1 vote Completed
Add method column to AR Transactions page Michelle Harris 0 comments 1 vote None
Ability to send one email when credit contact is the same across multiple clients Michelle Harris 1 comment 3 votes Answered
Add Credit Contact Details to the Client AR Transactions page Michelle Harris 0 comments 0 votes None
Add filters onto WIP grids Michelle Harris 0 comments 3 votes None
Add an Employment Status field to Staff Details Michelle Harris 0 comments 2 votes None
Billing portfolio - add In Charge as a View By option Michelle Harris 0 comments 0 votes Completed
Assign Placeholder Staff to Roles on Templates Whitnie Schwartz 1 comment 6 votes Planned
Copying Client Take On Information Stacy Mendenhall 0 comments 1 vote None
Independent Contractors Stacy Mendenhall 1 comment 2 votes None
Reporting for Client Groups Shannon Mantovani 3 comments 2 votes Answered
Job Forwarding - Show Staff and role Michelle Harris 0 comments 1 vote None
Workflow mapping Michelle Harris 0 comments 1 vote None
Field Level Permission Steven L. Hart 1 comment 1 vote Planned
Secure portal for sending out invoices Michelle Harris 1 comment 0 votes Not planned
Integration with Xero Michelle Harris 0 comments 1 vote None
Allow time recording on Prospects Michelle Harris 2 comments 1 vote None
Add a DD collection module Michelle Harris 0 comments 0 votes None
WIP Summary - Make Visible in In-Line Editing View Shannon Hunter 4 comments 3 votes Completed
Chargeable Hours Totals on Staff timesheet Matt Rosen 1 comment 1 vote None
Job History - Creation/Roll Whitnie Schwartz 1 comment 9 votes Planned
Changing Note Type - Do not clear the note Tiffany Roussel 1 comment 9 votes Completed