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
Dashlet Change Vicky Stephenson 1 comment 4 votes Completed
AR Aging report at specific date Roger Luchtefeld 1 comment 4 votes Answered
Please bring back the colors in the Dept Schedule! Lisa Dunnigan 2 comments 4 votes Completed
Tax Return Controls Dashlet enhancement request Lisa Dunnigan 4 comments 4 votes Completed
Save Expanded Selections on Analysis Tab Brad Podzius 2 comments 3 votes None
Error when Recurring Bill to Lost Client Whitnie Schwartz 0 comments 3 votes None
Update Billers Using "Update Partners and Managers" in Admin John Schmitt 0 comments 3 votes None
Reduce scrolling when doing invoicing - This changed in v9.9 Lisa Dunnigan 1 comment 3 votes None
Date Placeholders for Recurring Billing, Scheduled Billing and other automated narrative functions Ann Tillis 3 comments 3 votes None
Simplifying Receipt Entry to minimize the steps needed Lisa Dunnigan 3 comments 3 votes None
Disbursement Import - Rewrite to Use Job ID Shannon Hunter 1 comment 3 votes None
Set Task Codes Chargability in Master List Whitnie Schwartz 0 comments 3 votes None
Default for interest generated Brad Podzius 0 comments 3 votes None
A/R Journal Entry across Grouped Clients Brad Podzius 0 comments 3 votes None
See who created a job Stephanie Hartje 1 comment 3 votes Planned
PTO/Leave Rollover Options by Grade Brad Podzius 0 comments 3 votes None
Job Billing Value - Allow $0.00 Shannon Hunter 0 comments 3 votes None
Add ability to set up Take on fields per Organization Brad Podzius 0 comments 3 votes None
Field on Job Details tab needed for 'Comments' or 'Description' Tiffany Roussel 7 comments 3 votes None
Creating Work Statuses Stephanie Hartje 2 comments 3 votes None
Ability to Change Labels Steven L. Hart 0 comments 3 votes None
Ability to send one email when credit contact is the same across multiple clients Michelle Harris 1 comment 3 votes Answered
Add filters onto WIP grids Michelle Harris 0 comments 3 votes None
WIP Summary - Make Visible in In-Line Editing View Shannon Hunter 4 comments 3 votes Completed
Making clients "private" Stacy Mendenhall 3 comments 3 votes None
Grouping/Batching Recurring Fees Kristine Latchaw 3 comments 3 votes Completed
Recurring Disbursements Kristine Latchaw 3 comments 3 votes None
Larger Hit Boxes For Number Links Hannah Clay 0 comments 3 votes None
Sharing Report Macros - more flexibility Stephanie Hartje 2 comments 3 votes Completed
Job Notes conversation view Michelle Harris 3 comments 3 votes Completed