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.
Recurring Bills - ability to add a group client
Michelle Harris
February 11, 2021 11:28
3
comments
7
votes
Planned
AR Collection Email on billing wizard
Stacy Mendenhall
January 07, 2021 15:38
3
comments
4
votes
Completed
Reporting for Client Groups
Shannon Mantovani
December 16, 2020 18:50
3
comments
2
votes
Answered
Making clients "private"
Stacy Mendenhall
October 26, 2020 15:52
3
comments
4
votes
None
Default WIP Billing to "Write off"
Shannon Mathews
September 30, 2020 15:09
3
comments
0
votes
Answered
Grouping/Batching Recurring Fees
Kristine Latchaw
September 23, 2020 13:00
3
comments
3
votes
Completed
Recurring Disbursements
Kristine Latchaw
September 23, 2020 12:57
3
comments
3
votes
None
Staff budgets date default
Evelyn Sexton
August 27, 2020 17:50
3
comments
1
vote
Answered
WIP Recalculation Granularity
Phill Breitbach
August 19, 2020 17:48
3
comments
2
votes
Answered
Job Notes security
Michelle Harris
August 11, 2020 14:05
3
comments
2
votes
Completed
Job Notes conversation view
Michelle Harris
August 11, 2020 14:03
3
comments
3
votes
Completed
Drop down options for state field in client details
Holly Boullion
July 28, 2020 19:12
3
comments
0
votes
Answered
Direct DEbits
Eoin Bairéad
July 14, 2020 14:34
3
comments
0
votes
Answered
Flexibility for Portfolio Permissions
Stephanie Hartje
June 11, 2020 20:29
3
comments
1
vote
None
Allocate one time entry amongst clients in the same client group
Roger Luchtefeld
April 24, 2019 19:56
3
comments
3
votes
Not planned
Notes on each Jurisdiction
Brad Podzius
July 31, 2018 13:36
3
comments
2
votes
Completed
Options to add new client status
Shannon Mathews
May 30, 2018 15:36
3
comments
1
vote
Answered
Change Job Template Tax Details
Stephanie Walton
March 15, 2018 20:17
3
comments
4
votes
Completed
Prospects - Additional Column
Brad Podzius
February 07, 2018 17:03
3
comments
2
votes
Completed
Analysis Code Defaults in Time Entry
Graham Steen
January 26, 2018 14:31
3
comments
2
votes
Completed
V9 - Ability to change column order and widths
Paul Dungey
November 15, 2017 16:28
3
comments
14
votes
Completed
Assurance request page
Michelle Harris
October 26, 2017 15:07
3
comments
2
votes
Completed
Submitted billing locks all areas of review for principals
Wanda Hooper
September 26, 2017 21:37
3
comments
3
votes
Completed
Force Zero Bills
Scott Collier
September 11, 2017 20:11
3
comments
0
votes
Completed
Unit Based Disbursements
Jennifer Steward
August 22, 2017 16:24
3
comments
3
votes
Completed
v9.6 Search
Roger Luchtefeld
June 28, 2017 19:03
3
comments
1
vote
Completed
Client Offboarding Process
Brad Podzius
June 01, 2017 15:20
3
comments
4
votes
None
Interim Billing
Michelle Marshall
October 28, 2016 14:35
3
comments
3
votes
Answered
AR Manager
Audra Picerno
April 01, 2016 17:34
3
comments
2
votes
Not planned