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:

  • Partner

  • Manager

  • Office

  • Client

  • Status

  • Credit Limit

  • Client Group

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

  • New Job Records

  • Existing Job Records

  • Overwriting Derived Field Rules

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.