IRIS Practice Engine Feature Requests

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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
Unit Based Disbursements Jennifer Steward 3 comments 3 votes Completed
Batch Replace Staff in Specific Role Brad Podzius 0 comments 3 votes Completed
AR Partner/Manager assignment for the Portfolio view Stacy Mendenhall 6 comments 3 votes Completed
SSRS Integration Password David Kelso 1 comment 3 votes Completed
Transfer WIP between Client and Internal Brad Podzius 1 comment 3 votes Not planned
JOB TEMPLATES George Frewin 2 comments 3 votes Not planned
AR Manager Audra Picerno 2 comments 3 votes Completed
Simplify Permissions Joe Gutierrez 2 comments 3 votes Planned
Interim Billing Michelle Marshall 3 comments 3 votes Answered
Added options for Job Templates definitions for Office and Department Vicky Stephenson 0 comments 3 votes Completed
Job Tasks Jane Trudgill 10 comments 3 votes Completed
Adding the client code to the Receivables Page Header Information Jennifer Steward 2 comments 3 votes Completed
Internal WIP Transfer Vicky Stephenson 2 comments 3 votes Completed
Add Time-To-Send Option on Report Macros Permanently deleted user 2 comments 3 votes Completed
Add the Client Group Column or search field to the Update Partners & Managers Leann Griffith 3 comments 3 votes Completed
Add internal client as option on work timer Brad Podzius 0 comments 3 votes Completed
Search Field and Drop-down options for Job Templates page Brad Podzius 2 comments 3 votes Completed
Add Status, Organisation, Office to A Dashlet on Client Dashboard Permanently deleted user 3 comments 3 votes Completed
Allow forwarding aof jobs to staff not assigned to job roles Lisa Dunnigan 8 comments 3 votes Completed
Integration of Teams Jane Trudgill 1 comment 2 votes None
Zero Bills - Memo Zoë Moore 1 comment 2 votes None
Note Notifications Justin Drakes 1 comment 2 votes None
Invoice formatting functionality Sasha D. Beritiech 0 comments 2 votes None
Query Builder Thomas Ffrench 3 comments 2 votes None
Billing portfolio Sasha D. Beritiech 0 comments 2 votes None
Enable automatic search of clients (all) Christiana Efthymiadou 0 comments 2 votes None
Creating a bill from client search screen process change Timothy Jewell 0 comments 2 votes None
Bulk Recalculate Due Dates Michelle Harris 0 comments 2 votes None
Allocate billing amount across both TIME and DISB amounts Stacy Mendenhall 1 comment 2 votes None
Timesheets Dashlet Linda Johnson 3 comments 2 votes None