What's new in IRIS Firm Management

Find out about the changes we've made.

April 2025|January 2025|2024

You can also check our bug fixes, known issues and what's coming soon.

Latest update: April 2025

April 2025

Module: Billing

Future Billing

The Bill Expenses checkbox in Future Billing is now ticked by default. This enhancement streamlines the Billing process by reducing the number of manual steps required when generating Future Bills that include expenses.

Module: Job Rollover

Recurring Grid column to SDC Selector

The Recurring field column from Jobs has now been incorporated into the Job Rollover selector (-46). This allows users to filter and determine which jobs should be rolled over based on their recurrence status, providing greater flexibility and accuracy in the Job Rollover process.

Module: Time and Expenses

Staff Select

A Cancel/Close button has been added to the Staff Select screen in Time & Expenses allowing users to return to the previous page without needing to select a user first. This improves navigation and streamlines the user experience.

Module: Client UDF

Timestamps to US time format, vs military time

All system-generated timestamps, including those in the Audit Trail and other time-stamped logs, have been updated from military (24-hour) time format to the US 12-hour AM/PM time format. This change enhances usability and aligns with the preferences of US-based users for improved readability and consistency.

Core Reports

Realization Report - [SR2_Realization]

A new option was added to enable the report to be run for Time Only or Time and Expenses.

  • Choosing “Time, Expenses and Progress” gives the full realization as previously delivered – Time expenses and Progress bills all included and part of the rate calculation. It is the default option.

  • Choosing “Time Only” includes Progress Bills and time and excludes expenses. The Progress Bills are further separated from the Time, to give a time fee only report.

Adjustments:

  • [SR2_BillsList] report: Adjustments were made to the spacing of the report details.

  • The following reports have been updated to include the new finance charges (Aged AR, Aged AR Comparison, AR Reconciliation, AR Reconciliation Comparison ).

  • The following reports have been updated to properly handle 0 and null StaffID appropriately in all circumstances – (Expenses Entry, WIP Details, WIP Summary).

January 2025

IRIS Firm Management Standard Reports update

Regional Date formats. Dates will now pick up the regional date setting of the IFM cloud region. Reports in the US cloud region will pick up the US date format (Month Day Year) and dates in the UK cloud region will pick up the UK date format (Day Month Year).

Adjustments:

  • Client Details List report: Supervisor column has been added. Address Details have been removed from the visible report but included in the export to excel. A few adjustments were made to the position of items in footer to match the new wider (Landscape orientation) page layout.

  • Contact Details List report: The following columns were added: Email Addresses, Mobile, and Job Title. A few adjustments were made to the position of items in footer to match the new wider (Landscape orientation) page layout.

  • Job Details List report: The ClientID was removed. Job Ref replaced Job ID. Removed blank page occurring on every second page. A few adjustments were made to the position of items in footer to match the new wider (Landscape orientation) page layout.

  • Staff Details List report: Remove blank page occurring on every second page. A few adjustments were made to the position of items in footer to match the new wider (Landscape orientation) page layout.

  • AR Receipt List report: The Client Ref column was displaying the Client ID, it now displays the Client Ref.

  • WIP Details report: Staff Jurisdictions have been added as a grouping/filtering option.

  • WIP Billing Realization Comparative report errors out when client supervisor is selected. It will be fixed in the update.

  • Four reports had every second page as a blank page – they have been corrected (Staff Privilege Group Assignments, Job Details List, Staff Details List, Staff Rate).

  • Many reports had a red x displaying in the top right side; it has been removed.

  • Other minor adjustments/alignments have been made to columns and or field positions on several reports for better utilization of report space.

Module: Setup

The Shortcode field is now available, users can now select this field via the Other fields button in the Billing Address format area.