Bug Fixes in IRIS Firm Management

The following bugs have been fixed:

April 2025|January 2025

Latest update: January 2025

April 2025

Updates per module:

Billing

Bug Fix Reference
A fix has been applied to resolve an issue where the Detailed WIP Allocation screen would intermittently fail to display after billing a client. Users should now consistently see the screen as expected after billing. 31355
Some Clients have reported latency issues in IFM, particularly slow loading tabs during peak time. After investigation, the issue was traced to a Browser extension called Ramp.

Resolution

Disabling the Ramp extension immediately resolved the latency. Please note that the Ramp extension is not compatible with our Software and may cause Performance issues.

Recommended Action: To ensure optimal performance, disable the Ramp extension in your browser.

How to Disable Ramp Extension Open your browser (e.g. Chrome)

  1. Select the three-dot menu (top right) > Extension > Manage Extensions

  2. Find Ramp in the list

  3. Toggle it off or select Remove

 

Screenshot below:

33160

Setup

Bug Fix Reference

There was an issue found in Setup > Privileges> user group> dashboard tab where the left and right arrows did not work so page 2+ of results could not be viewed in the grid. It only displays the first page. This has been fixed.

29430

UDF

Bug Fix Reference
An issue where the custom terminology set in Replace terms (e.g. using Engagement instead of Job) was not reflected in the header of the Pop-up form for creating new jobs has been resolved. The form now correctly displays the updated term, ensuring consistency across the application. 32104
The issue in Client Templates where templates failed to apply correctly for new clients if the First Name field was not visible on the client form. This has now been fixed and templates will now function as expected even if the First Name field is hidden or deleted from the Client Custom Form. 33136

January 2025

Updates per module:

Accounts Receivable

Bug Fix Reference
There was an issue where receipt entries displayed null job identifiers despite being fully allocated. All receipt entries now correctly reflect their job identifiers. 24458

Billing

Bug Fix Reference
Billing Text delete icon now appears without an ellipsis behind it. 25324
There was an issue where Job Balances did not update after clicking the Refresh Grid button. The Billing grid now correctly refreshes Job WIP balances. 26166
There was an issue where incorrect Job Manager and Supervisor details were displayed in Billing Approval. The correct Job Manager and Supervisor are now shown. 27189
There was an issue in Billing where users could approve a bill twice resulting in negative records. Measures have been implemented to prevent negative records from being generated in such cases. 27895
There was an issue where incorrect context menu options were displayed in the Billing Approvals grid. The correct options are now shown. 27897

Job UDF

Bug Fix Reference
The copy Job feature now correctly saves a new job reference, even without edit permissions and no longer creates negative job references. Jobs can be copied seamlessly. 25809
Standard paragraphs (Billing Paragraphs) can now be filtered by Job type. Filters can be managed in Setup (Billing Paragraphs) or directly in Billing (Add Paragraph). These filters are applied in Job UDF, Paragraphs (Invoice Text) tab. 25861
There was an issue where selecting the 'Not Applicable' option left a blank space, making Job records unsearchable and unfilterable. This has now been fixed. 26037
There was an issue in Job UDF where Job Type did not refresh when the Service Line updated due to a Service Line group change. Job type now automatically refreshes as expected. 26873

Job Rollover

Bug Fix Reference
In JobRollover, the Job Search feature (Job Selector) now displays total number of results returned at the bottom of the page making it consistent with other modules. 26620
There was an issue where selecting templates in the Due Dates tab caused unexpected behaviour. The Template selection now works as intended. 26637
There was an issue where there was an error when users were trying to process Jobrollover batches. This is now fixed allowing the successful processing of batches. 26634

Period Close

Bug Fix Reference
Additional checks have been added to the Period close process to ensure greater accuracy and reliability. 26248

Setup

Bug Fix Reference

Expense Type

There was an issue where Expense types search was not working correctly. This is now working as expected.

26077
Job Budgeting Settings

Stage type names is now included in Budget Templates instead of the Stage description.

24412

Job Budgeting Settings

There was an issue with budgets stages in budget templates being deleted when stage description is edited. This has now been fixed.

24403

Scheduling

Bug Fix Reference

There was an issue where the schedule would not open for users who were not Planners, Managers or Supervisors. The correct privilege checks are now applied, ensuring proper access for all authorized users.

26169

Time and Expenses

Bug Fix Reference
There was an issue where time entries set to hours and minutes disappeared upon saving. This has been fixed. Time now saves and validates correctly without any issues. 27293
Period totals custom tab in T&E now shows integers rather than an enforced currency. 19481