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 no status All Planned Not planned Completed Answered No status Sort by comments Newest post Recent activity Votes Comments
Bulk Job Creation Aimee Osborn 9 comments 4 votes None
Field on Job Details tab needed for 'Comments' or 'Description' Tiffany Roussel 7 comments 3 votes None
Forward jobs from Pools in bulk Heather Barbee 6 comments 2 votes None
Client Details History Stacy Mendenhall 6 comments 5 votes None
Fee Paragraph Variables Justin Drakes 4 comments 6 votes None
Query Builder Thomas Ffrench 3 comments 2 votes None
Timesheets Dashlet Linda Johnson 3 comments 2 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
Add Biller Field to Client Take-On Michelle Stutz 3 comments 6 votes None
Remove Job Note Type - Note Text Heather Barbee 3 comments 0 votes None
YTD Fees Summary by Manager as Dashlet Susan Pudge 3 comments 0 votes None
Apply OS Credit to Recurring Fees(in bulk) Jessica Odefey 3 comments 5 votes None
Enter Deposit by Invoice # Jessica Odefey 3 comments 4 votes None
Making clients "private" Stacy Mendenhall 3 comments 4 votes None
Recurring Disbursements Kristine Latchaw 3 comments 3 votes None
Flexibility for Portfolio Permissions Stephanie Hartje 3 comments 1 vote None
Client Offboarding Process Brad Podzius 3 comments 4 votes None
Search/Filter by Job Frequency Hannah Clay 2 comments 0 votes None
Save Expanded Selections on Analysis Tab Brad Podzius 2 comments 4 votes None
Recurring Bill Partner and Manager - Should Automatically Change to Match Account Ownership Shannon Hunter 2 comments 0 votes None
Option to disable Final Bill Brad Podzius 2 comments 2 votes None
True Period Close Derrick Fung 2 comments 1 vote None
AR Statements - Order of Invoices Melissa Heaton 2 comments 2 votes None
Tasks when Transferring WIP Amy Roe 2 comments 1 vote None
Creating Work Statuses Stephanie Hartje 2 comments 3 votes None
Allow time recording on Prospects Michelle Harris 2 comments 1 vote None
Invoice File Name Shazil Qadri 2 comments 3 votes None
Client Detail Changes Brad Podzius 2 comments 2 votes None
Bulk Job Updates - Job Dates Brad Podzius 2 comments 3 votes None