IRIS Practice Engine Feature Requests

New post

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
Job Description Field - add this to be user created and free form Shannon Hunter 0 comments 0 votes None
Allocate billing amount across both TIME and DISB amounts Stacy Mendenhall 1 comment 1 vote None
Bulk printing billing guides Thompson, Debbie 1 comment 0 votes Answered
Add an option to run a report from within the billing wizard Michelle Harris 1 comment 0 votes None
Reduce scrolling when doing invoicing - This changed in v9.9 Lisa Dunnigan 1 comment 2 votes None
Allocating deposits Esty Klein 1 comment 2 votes None
Need informational pop up when a required field in a questionnaire is missing Lisa Dunnigan 0 comments 1 vote None
Timesheets Dashlet Linda Johnson 3 comments 1 vote None
Client address on the Dashboard Thompson, Debbie 1 comment 0 votes None
Date Placeholders for Recurring Billing, Scheduled Billing and other automated narrative functions Ann Tillis 3 comments 1 vote None
BATCH CONTROL IN CASH DEPOSITS Ann Tillis 1 comment 0 votes None
Leave Request Hours field for Multiple Days Hannah Keller 0 comments 0 votes None
Ability to merge Time and Disb in a scheduled bill Jorge Martin 0 comments 0 votes None
Billing Wizard execution functionality Ann Tillis 0 comments 0 votes None
Simplifying Receipt Entry to minimize the steps needed Lisa Dunnigan 1 comment 2 votes None
Add Biller Field to Client Take-On Michelle Stutz 3 comments 5 votes None
Transfer Options in 9.9 Michelle A. White 1 comment 0 votes None
Invoice WIP Through Date Michelle A. White 0 comments 0 votes None
Ability to copy multiple lines from one timesheet to another Jennifer Steward 0 comments 2 votes None
Add more details to the Timesheet Favorites Jorge Martin 0 comments 3 votes None
Source details - add staff to search for 'Introduced by' Will Hard (Hillier Hopkins LLP) 0 comments 0 votes None
Leave Request calendar view Hannah Keller 0 comments 0 votes None
Updating Scheduled Billing Automatic Draft and Confirm to Retry Sam Selman 0 comments 1 vote None
Recurring Bill Partner and Manager - Should Automatically Change to Match Account Ownership Shannon Hunter 2 comments 0 votes None
Remove Job Note Type - Note Text Heather Barbee 3 comments 0 votes None
Disbursement Import - Rewrite to Use Job ID Shannon Hunter 1 comment 3 votes None
Select Contacts 'other' email addresses for Connections Will Hard (Hillier Hopkins LLP) 0 comments 0 votes None
Option to disable Final Bill Brad Podzius 2 comments 2 votes None
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