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 comments Newest post Recent activity Votes Comments
ability to transfer negative wip - INTERIM BILLS Shannon Mathews 5 comments 5 votes Answered
V9.6 Timesheets - Calendar button Paul Dungey 5 comments 4 votes Completed
V9.6 Expenses - Ability to scan in a fuel VAT receipt when only claiming mileage Paul Dungey 5 comments 5 votes Completed
Column width too small in new version 9.6 to view job name Wanda Hooper 5 comments 1 vote Completed
Fee Paragraph Variables Justin Drakes 4 comments 5 votes None
Time Requirements Steven L. Hart 4 comments 0 votes Answered
WIP Summary - Make Visible in In-Line Editing View Shannon Hunter 4 comments 3 votes Completed
Limiting user access by feld Danielle Kilkenny 4 comments 9 votes Planned
Bulk Admin Statements - 60, 90, 120 Days Denise Semrad 4 comments 7 votes Completed
Import Template - Deposits Shannon Mathews 4 comments 3 votes Completed
Inactivate Service in Bulk Shannon Mathews 4 comments 1 vote Completed
Client Staffing Updates Caitlin Kleinschmidt 4 comments 0 votes Completed
Security admin page Michelle Harris 4 comments 7 votes Completed
Bulk Edit Existing Job with revised Job Templates Janet Lauzon 4 comments 4 votes Completed
Client Gain/Loss Details David Kelso 4 comments 6 votes Completed
New status Eoin Bairead 4 comments 1 vote Not planned
Wip recalculation Tony Doyle 4 comments 5 votes Completed
Tax Return Controls Dashlet enhancement request Lisa Dunnigan 4 comments 4 votes Completed
Would like to see more details on Job Task screen Lisa Dunnigan 4 comments 1 vote Completed
Timesheets Dashlet Linda Johnson 3 comments 1 vote None
Date Placeholders for Recurring Billing, Scheduled Billing and other automated narrative functions Ann Tillis 3 comments 2 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 4 votes None
Enter Deposit by Invoice # Jessica Odefey 3 comments 4 votes None
Viewing the AR email address on the Billing Wizard Shannon Mantovani 3 comments 0 votes Answered
Recurring Bills - ability to add a group client Michelle Harris 3 comments 7 votes Planned
AR Collection Email on billing wizard Stacy Mendenhall 3 comments 4 votes Completed