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 votes Newest post Recent activity Votes Comments
Secure portal for sending out invoices Michelle Harris 1 comment 0 votes Not planned
Add a DD collection module Michelle Harris 0 comments 0 votes None
Utilise sub departments on the TS approval page. Bevan Johnson 0 comments 0 votes None
Time Entry prompt to update workflow status Kendal Kelleher 0 comments 0 votes None
Email Enhancement - Include Workflow Status Matt Rosen 0 comments 0 votes None
Customization of analysis codes by "department" Brent Ullrich 1 comment 0 votes Answered
Default WIP Billing to "Write off" Shannon Mathews 3 comments 0 votes Answered
Applying payments to multiple invoices Shannon Mantovani 1 comment 0 votes Answered
Additional Organisation Fields in categories Michelle Jenkins 0 comments 0 votes None
Additional Assign to option on Roles within job templates Michelle Jenkins 1 comment 0 votes None
Search by "Late" checkbox on jurisdiction Susan Sterne 0 comments 0 votes None
Add "intention to extend" indicator to help organize jobs list Susan Sterne 0 comments 0 votes None
Sign off page for job Michelle Harris 2 comments 0 votes Completed
Drop down options for state field in client details Holly Boullion 3 comments 0 votes Answered
VAT rates on disbursements Eoin Bairéad 1 comment 0 votes Answered
Direct DEbits Eoin Bairéad 3 comments 0 votes Answered
Link Job Roles to Tasks Michelle Harris 0 comments 0 votes None
Next Due Date for Jurisdictions Roger Luchtefeld 1 comment 0 votes Answered
Global Portfolio, Client Ownership Portfolio, and Service Ownership Portfolio Dashlets Shazil Qadri 0 comments 0 votes Completed
Client Take-On Request Shazil Qadri 1 comment 0 votes Not planned
Direct Debits Eoin Bairéad 1 comment 0 votes Answered
WIP and AR Reserve - Open Text Box Request Michelle White 1 comment 0 votes Completed
US User Conference 2019: A check added to check the C/F of WIP Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: Setting to turn off RFP receipts Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: Bill WIP only as a recurring fee Vicky Stephenson 1 comment 0 votes Not planned
US User Conference 2019: (Jobs and Workflow) Notes in Open Grid list Vicky Stephenson 2 comments 0 votes Not planned
US User Conference 2019: (Jobs and Workflow) Client Email Address on Job Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: (Jobs and Workflow) Drop down for service lines in Global View Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: (Jobs and Workflow) Workflow of particular client Tax Return Vicky Stephenson 1 comment 0 votes Answered
US User Conference 2019: (Jobs and Workflow) Addition of a State/Jurisdiction extension Vicky Stephenson 1 comment 0 votes Answered