Practice Engine
Community
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.
Search Feature
Anastasia Tanton
February 02, 2021 21:01
5
comments
2
votes
Completed
Improved Search Features Including Search Operators
Rob Wallace
February 02, 2021 20:04
6
comments
5
votes
Completed
Web Hooks in PE
John Schmitt
February 02, 2021 18:34
0
comments
4
votes
None
Importing budgets
Stacy Mendenhall
February 02, 2021 15:42
0
comments
0
votes
None
Ability to Change Labels
Steven L. Hart
February 02, 2021 14:55
0
comments
3
votes
None
Staff budget all option
Evelyn Sexton
January 28, 2021 20:53
1
comment
2
votes
Completed
Dimensional Reporting
Steven L. Hart
January 21, 2021 11:46
1
comment
0
votes
Answered
AR Collection Email on billing wizard
Stacy Mendenhall
January 07, 2021 15:38
3
comments
4
votes
Completed
Ability to Import Job Billing Value
Jessica Odefey
January 04, 2021 20:50
0
comments
7
votes
None
Add creator column to Billing portfolio - approved/ confirmable
Michelle Harris
December 30, 2020 16:59
1
comment
1
vote
Completed
Add method column to AR Transactions page
Michelle Harris
December 30, 2020 16:21
0
comments
1
vote
None
Add Credit Contact Details to the Client AR Transactions page
Michelle Harris
December 30, 2020 16:18
0
comments
0
votes
None
Add filters onto WIP grids
Michelle Harris
December 22, 2020 11:55
0
comments
3
votes
None
Add an Employment Status field to Staff Details
Michelle Harris
December 22, 2020 11:51
0
comments
2
votes
None
Billing portfolio - add In Charge as a View By option
Michelle Harris
December 22, 2020 11:49
0
comments
0
votes
Completed
Assign Placeholder Staff to Roles on Templates
Whitnie Schwartz
December 21, 2020 20:43
1
comment
6
votes
Planned
Copying Client Take On Information
Stacy Mendenhall
December 17, 2020 23:15
0
comments
1
vote
None
Independent Contractors
Stacy Mendenhall
December 17, 2020 19:30
1
comment
2
votes
None
Reporting for Client Groups
Shannon Mantovani
December 16, 2020 18:50
3
comments
2
votes
Answered
Job Forwarding - Show Staff and role
Michelle Harris
December 04, 2020 16:15
0
comments
1
vote
None
Workflow mapping
Michelle Harris
December 04, 2020 16:14
0
comments
2
votes
None
Field Level Permission
Steven L. Hart
December 02, 2020 21:36
1
comment
1
vote
Planned
Secure portal for sending out invoices
Michelle Harris
November 23, 2020 15:00
1
comment
0
votes
Not planned
Integration with Xero
Michelle Harris
November 23, 2020 14:59
0
comments
1
vote
None
Allow time recording on Prospects
Michelle Harris
November 23, 2020 14:58
2
comments
1
vote
None
Add a DD collection module
Michelle Harris
November 23, 2020 14:57
0
comments
0
votes
None
WIP Summary - Make Visible in In-Line Editing View
Shannon Hunter
November 20, 2020 18:06
4
comments
3
votes
Completed
Chargeable Hours Totals on Staff timesheet
Matt Rosen
November 18, 2020 18:03
1
comment
1
vote
None
