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 recent activity Newest post Recent activity Votes Comments
Query Builder: using multiple Data Models Nina Sanidad 0 comments 0 votes None
Error when Recurring Bill to Lost Client Whitnie Schwartz 0 comments 1 vote None
Query Builder Thomas Ffrench 0 comments 1 vote None
Receivables - Invoice History display default Ann Tillis 0 comments 0 votes None
Staff Dashboard Bills PTD Thompson, Debbie 0 comments 0 votes None
WIP Grids Michelle A. White 0 comments 0 votes None
Auto-Refresh Steven L. Hart 0 comments 0 votes None
Previous bill narratives - only displays DISB or TIME not both together Will Hard (Hillier Hopkins LLP) 0 comments 0 votes None
Date placeholders for billing narratives for year end date etc Michael Barclay 0 comments 3 votes None
Billing an interim bill on a group client Ann Tillis 0 comments 0 votes None
Set dashboard defaults for new reports dashboard Evelyn Sexton 0 comments 0 votes None
Bill To Client Email Always Used Bob Fink 0 comments 5 votes None
Update Billers Using "Update Partners and Managers" in Admin John Schmitt 0 comments 3 votes None
Billing portfolio Sasha D. Beritiech 0 comments 1 vote None
Enable automatic search of clients (all) Christiana Efthymiadou 0 comments 2 votes None
Opening two + versions of PE, won't 'keep place' on Billing Portfolio screen Sasha D. Beritiech 0 comments 1 vote None
Add Client In Charge column to Client Search Grid Stephanie Hartje 0 comments 1 vote None
Staff Responsible added to Prospect list Timothy Jewell 0 comments 0 votes None
Spellchecker for draft fees Thompson, Debbie 2 comments 0 votes Answered
'Print Grid' button Sasha D. Beritiech 0 comments 0 votes None
Creating a bill from client search screen process change Timothy Jewell 0 comments 2 votes None
Label for Memo vs Draft Comments in Fee Wizard Stephanie Hartje 0 comments 0 votes None
Simplifying Receipt Entry to minimize the steps needed Lisa Dunnigan 3 comments 3 votes None
E-mail multiple bills text enhancement Timothy Jewell 0 comments 1 vote None
Bulk Recalculate Due Dates Michelle Harris 0 comments 2 votes None
Add "not" query to staff jobs list Susan Sterne 2 comments 4 votes Completed
Improved Search Features Including Search Operators Rob Wallace 6 comments 5 votes Completed
Column filters on job grids Michelle Harris 5 comments 6 votes Completed
Search Feature Anastasia Tanton 5 comments 1 vote Completed
Job Description Field - add this to be user created and free form Shannon Hunter 0 comments 0 votes None