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
Reporting for Client Groups Shannon Mantovani 3 comments 2 votes Answered
Making clients "private" Stacy Mendenhall 3 comments 3 votes None
Default WIP Billing to "Write off" Shannon Mathews 3 comments 0 votes Answered
Grouping/Batching Recurring Fees Kristine Latchaw 3 comments 3 votes Completed
Recurring Disbursements Kristine Latchaw 3 comments 3 votes None
Staff budgets date default Evelyn Sexton 3 comments 1 vote Answered
WIP Recalculation Granularity Phill Breitbach 3 comments 2 votes Answered
Job Notes security Michelle Harris 3 comments 2 votes Completed
Job Notes conversation view Michelle Harris 3 comments 3 votes Completed
Drop down options for state field in client details Holly Boullion 3 comments 0 votes Answered
Direct DEbits Eoin Bairéad 3 comments 0 votes Answered
Flexibility for Portfolio Permissions Stephanie Hartje 3 comments 1 vote None
US User Conference 2019: (Billing) Change invoice date to confirmation date Vicky Stephenson 3 comments 3 votes Completed
Allocate one time entry amongst clients in the same client group Roger Luchtefeld 3 comments 3 votes Not planned
Notes on each Jurisdiction Brad Podzius 3 comments 2 votes Completed
Options to add new client status Shannon Mathews 3 comments 1 vote Answered
Change Job Template Tax Details Stephanie Walton 3 comments 4 votes Completed
Prospects - Additional Column Brad Podzius 3 comments 2 votes Completed
Analysis Code Defaults in Time Entry Graham Steen 3 comments 2 votes Completed
V9 - Ability to change column order and widths Paul Dungey 3 comments 14 votes Completed
Assurance request page Michelle Harris 3 comments 2 votes Completed
Submitted billing locks all areas of review for principals Wanda Hooper 3 comments 3 votes Completed
Force Zero Bills Scott Collier 3 comments 0 votes Completed
Unit Based Disbursements Jennifer Steward 3 comments 3 votes Completed
v9.6 Search Roger Luchtefeld 3 comments 1 vote Completed
Client Offboarding Process Brad Podzius 3 comments 4 votes None
Interim Billing Michelle Marshall 3 comments 3 votes Answered
AR Manager Audra Picerno 3 comments 2 votes Not planned
Search Screens- Save my search criteria (#3608) Vicky Stephenson 3 comments 1 vote Completed
WIP Drill Down Assignments Scott Collier 3 comments 1 vote Completed