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 votes Newest post Recent activity Votes Comments
Ability to Import Job Billing Value Jessica Odefey 0 comments 7 votes None
Date placeholders for billing narratives for year end date etc Michael Barclay 1 comment 6 votes None
Bill To Client Email Always Used Bob Fink 0 comments 6 votes None
Add Biller Field to Client Take-On Michelle Stutz 3 comments 6 votes None
Fee Paragraph Variables Justin Drakes 4 comments 6 votes None
UTC Time Zone Affects 'Date Assigned' Tiffany Roussel 1 comment 6 votes None
Update to Generating Dunning Process Phill Breitbach 1 comment 6 votes None
We should be able to hit Enter on search screens without clicking the button Stacy Mendenhall 0 comments 5 votes None
Apply OS Credit to Recurring Fees(in bulk) Jessica Odefey 3 comments 5 votes None
Draft zero bills in bulk Denise Semrad 0 comments 5 votes None
Client Details History Stacy Mendenhall 6 comments 5 votes None
Show Jobs that can be rolled after Clicking “New Job” Button. John Schmitt 0 comments 5 votes None
Save Expanded Selections on Analysis Tab Brad Podzius 2 comments 4 votes None
Error when Recurring Bill to Lost Client Whitnie Schwartz 0 comments 4 votes None
Add more details to the Timesheet Favorites Jorge Martin 0 comments 4 votes None
Set Task Codes Chargability in Master List Whitnie Schwartz 0 comments 4 votes None
A/R Journal Entry across Grouped Clients Brad Podzius 0 comments 4 votes None
Job Billing Value - Allow $0.00 Shannon Hunter 0 comments 4 votes None
Enter Deposit by Invoice # Jessica Odefey 3 comments 4 votes None
Single Narrative on Recurring Fees Brad Podzius 1 comment 4 votes None
Job Update Import Steven L. Hart 1 comment 4 votes None
Web Hooks in PE John Schmitt 0 comments 4 votes None
Making clients "private" Stacy Mendenhall 3 comments 4 votes None
Use Reapply Job Template Bulk Update to push out Name Change Alex Priore 0 comments 4 votes None
Bulk Job Creation Aimee Osborn 9 comments 4 votes None
Client Offboarding Process Brad Podzius 3 comments 4 votes None
Zero Bills - Audit Trail Zoë Moore 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
Allocating deposits Esty Klein 1 comment 3 votes None