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 completed All Planned Not planned Completed Answered No status Sort by newest post Newest post Recent activity Votes Comments
Column addition to the WIP Summary Tab Phill Breitbach 2 comments 1 vote Completed
Search Feature Anastasia Tanton 5 comments 2 votes Completed
Improved Search Features Including Search Operators Rob Wallace 6 comments 5 votes Completed
Staff budget all option Evelyn Sexton 1 comment 2 votes Completed
Staff Productivity - Show Period to Date and Year to Date Total Hours Shannon Hunter 2 comments 6 votes Completed
AR Collection Email on billing wizard Stacy Mendenhall 3 comments 4 votes Completed
Add creator column to Billing portfolio - approved/ confirmable Michelle Harris 1 comment 1 vote Completed
Billing portfolio - add In Charge as a View By option Michelle Harris 0 comments 0 votes Completed
WIP Summary - Make Visible in In-Line Editing View Shannon Hunter 4 comments 3 votes Completed
Changing Note Type - Do not clear the note Tiffany Roussel 1 comment 9 votes Completed
Default a description to task code in time entry Shannon Hunter 7 comments 7 votes Completed
Multiple Jurisdiction based Grids Whitnie Schwartz 2 comments 8 votes Completed
Sync notes between rolled jobs Whitnie Schwartz 1 comment 6 votes Completed
Filing Not Required Jurisdiction Status Whitnie Schwartz 2 comments 7 votes Completed
Complete Job Notes in Multiple Tiffany Roussel 2 comments 8 votes Completed
Macros email options Audra Picerno 2 comments 1 vote Completed
Grouping/Batching Recurring Fees Kristine Latchaw 3 comments 3 votes Completed
Grid Headers Michelle White 1 comment 1 vote Completed
Additonal field on Fee Header Michelle Harris 2 comments 4 votes Completed
Sharing Report Macros - more flexibility Stephanie Hartje 2 comments 3 votes Completed
Job notes - Editing replies Michelle Harris 7 comments 5 votes Completed
Job Notes security Michelle Harris 3 comments 2 votes Completed
Job Notes conversation view Michelle Harris 3 comments 3 votes Completed
Add "not" query to staff jobs list Susan Sterne 2 comments 4 votes Completed
Update Job questionnaires to match latest Michelle Harris 1 comment 5 votes Completed
Column filters on job grids Michelle Harris 5 comments 6 votes Completed
Sign off page for job Michelle Harris 2 comments 0 votes Completed
Report Builder Within PE Derrick Fung 5 comments 8 votes Completed
Job Notes Graham Steen 2 comments 1 vote Completed
Global Portfolio, Client Ownership Portfolio, and Service Ownership Portfolio Dashlets Shazil Qadri 0 comments 0 votes Completed