Coming soon in IRIS Firm Management
Learn about new features and fixes we're working on.
Module | Section | Description | Planned release |
Bulk Operations | Client Bulk Operations: |
Client Bulk Update Form additional fields:
|
3.1 |
Dynamic Editable Job Template for Bulk Action Job Creation. Ability to provide job information dynamically when creating jobs, eliminating the need for preconfigured Job UDF templates for each Job Type. | 3.1 | ||
PTO Benefits | Ability for Staff to overdraw Benefits | 3.1 | |
Job UDF | Derived Fields |
Enhanced Derived Fields: Applying Business Rules for
|
3.1 |
Dashboard | Dashboard Configuration | Ability to Copy a Dashboard | 3.1 |
Finance Charges | Configuration | Provide Configuration of Default Credit terms for Finance Charge Processing in Period Close Settings | 3.1 |
The ability to configure the preferred Finance Charge Calculation. This is essential to maintaining data integrity, as using both methods simultaneously may have adverse effects. |