Michelle Harris

1. Community
2. IRIS Practice Engine Feature Requests
3. Add "not" query to staff jobs list

The Grid filtering functionality that is planned should address this request

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• Michelle Harris
• Created January 21, 2022 10:57
• 1 vote

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

BMF would also like this ability

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• Michelle Harris
• Created December 09, 2021 10:32
• 1 vote

1. Community
2. Iris Practice Engine Scheduling Feature Requests
3. US User Conference 2018: Pull PTO/Holidays into Scheduling

Hi Phill This is not currently being actively worked on, but it hasn't moved down the backlog either. We are currently working on a number of items that have been requested by a lot of firms.  This...

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• Michelle Harris
• Created April 30, 2021 09:51
• 1 vote

1. Community
2. IRIS Practice Engine Feature Requests
3. Update to Generating Dunning Process

Hi Phil The Credit Control pages will be reskinned as part of a later version but with no functionality change. We are also planning a complete review of this area for a version once we have moved ...

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• Michelle Harris
• Created September 30, 2020 05:37
• 1 vote

1. Community
2. IRIS Practice Engine Feature Requests
3. Staff Permissions - Org/Department/Office

We could do this with a client sp for time entry

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• Michelle Harris
• Created October 10, 2018 11:30
• 1 vote

1. Community
2. IRIS Practice Engine Feature Requests
3. Task Selection in Time Entry Mandatory to Complete Entry

How about a setting that forces someone to either select a task or select an out of scope reason? If the job has tasks the staff member has to do one or the other of the above.

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• Michelle Harris
• Created October 10, 2018 10:23
• 1 vote

1. Community
2. IRIS Practice Engine Feature Requests
3. Billing Guides

Hi Barbara, This can probably be done with customised billing guides and reports. Contact support to discuss further.

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• Michelle Harris
• Created July 20, 2017 09:56
• 1 vote

1. Community
2. IRIS Practice Engine Feature Requests
3. Simplifying Receipt Entry to minimize the steps needed

Hi Sasha There was a bug associated with the New button - this has now been fixed. Thanks Michelle

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• Michelle Harris
• Created July 12, 2022 08:23
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests
3. Spellchecker for draft fees

Hi Debbie This is controlled by the browser e.g. Chrome or Edge.  For chrome it may need switching on within Settings. Thanks Michelle

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• Michelle Harris
• Created June 30, 2022 13:39
• 0 votes

1. Community
2. IRIS Practice Engine Feature Requests
3. Add "not" query to staff jobs list

We have just finished the first Filtered Grid that will be released shortly and will provide this functionality. Initially this is just on the Staff Jobs grid but will be rolled out to other grids ...

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• Michelle Harris
• Created June 29, 2022 16:40
• 0 votes