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 newest post Newest post Recent activity Votes Comments
Add the Client Group Column or search field to the Update Partners & Managers Leann Griffith 3 comments 3 votes Completed
Emailing RFP receipts from Client DRS transactions Vicky Stephenson 1 comment 1 vote Completed
AR Aging report at specific date Roger Luchtefeld 1 comment 4 votes Answered
Assurance - Events Sarah Taylor 1 comment 1 vote 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
Invoice emailing Evelyn Sexton 1 comment 1 vote Answered
Add Status, Organisation, Office to A Dashlet on Client Dashboard Melissa Seehorn 3 comments 3 votes Completed
Seeing available staff when scheduling Lisa Dunnigan 2 comments 2 votes Completed
Billing Guide Michelle Jenkins 1 comment 0 votes Answered
Ability to add logo to front screen Michelle Jenkins 1 comment 2 votes Answered
Please bring back the colors in the Dept Schedule! Lisa Dunnigan 2 comments 4 votes Completed
Billing Guides Wanda Hooper 1 comment 1 vote Answered
Bill Drafts Sara Newman 3 comments 0 votes Answered
Have consistent date formats in Job Dates screen Roger Luchtefeld 1 comment 1 vote Answered
Job group/master file Evelyn Sexton 2 comments 2 votes Answered
Allow forwarding aof jobs to staff not assigned to job roles Lisa Dunnigan 8 comments 3 votes Completed
Tax Return Controls Dashlet enhancement request Lisa Dunnigan 4 comments 4 votes Completed
Job Notes Lisa Dunnigan 8 comments 2 votes Completed
Bill percentages throught bill wizard Leann Griffith 2 comments 1 vote Answered
Portfolio Summary Michelle Jenkins 2 comments 2 votes Not planned
Add job status/bill guide print to WIP Portfolio by Job Owner Leann Griffith 3 comments 2 votes Completed
Client rating in jobs lists Evelyn Sexton 3 comments 0 votes Completed
Would like to see more details on Job Task screen Lisa Dunnigan 4 comments 1 vote Completed
Would like to see some type of confirmation that emailed invoices and statements were sent. Lisa Dunnigan 2 comments 2 votes Completed
Add All/None Buttons under Create New Calendar Entry Tammy Frost 3 comments 2 votes Completed
Customize Leave Request Types on Leave Request Page & Show Number of Days Requested Melissa Seehorn 3 comments 1 vote Completed
Add UnPosted WIP Option on WIP tab for Zero Bill Melissa Seehorn 6 comments 6 votes Completed
Separate Folder for Rejected Drafts/Zero Bills Melissa Seehorn 3 comments 1 vote Completed
Add check number to "View Allocation" reports for receipts posted. Lisa Dunnigan 1 comment 5 votes Completed