Jessica Odefey

1. Community
2. IRIS Practice Engine Feature Requests
3. Apply OS Credit to Recurring Fees(in bulk)

Michelle- 1. Yes, oldest credit applied first up to the bill value. After the oldest credit is used go to the next OS credit if there is still an amount due. 2. Apply the oldest credit to the invoi...

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• Jessica Odefey
• Created May 16, 2022 20:21
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests
3. Recurring Bills - ability to add a group client

The billing client function would be ideal as well, at Honkamp we have multiple clients that have a billed to account set up on a recurring fee that we are not able to bill.

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• Jessica Odefey
• Created December 09, 2021 14:17
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests
3. Enter Deposit by Invoice #

To add on this request - we currently receive 100+ checks daily and our clients indicate the invoice number on their check, this creates extra work as we need to search the client for each check in...

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• Jessica Odefey
• Created December 01, 2021 17:59
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests
3. Apply OS Credit to Recurring Fees(in bulk)

To add on this - currently each month when we process 500+ recurring invoices, a lot of our clients pay ahead and want this reflected on the invoice. After the invoice is confirmed, we review the '...

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• Jessica Odefey
• Created December 01, 2021 17:55
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests
3. Enter Deposit by Invoice #

Thanks Michelle! Yes, are aware of that option. Looking for a more efficient way of just entering the Invoice #, pressing the Tab key and the invoice/client automatically populating :) 

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• Jessica Odefey
• Created July 01, 2021 14:12
• 0 votes