What's new in IRIS Firm Management

Find out about the changes we've made.

2024|January 2025|

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

Latest update: January 2025

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.