What's new in IRIS Firm Management

Find out about the changes we've made - June 2026| February 2026|2025|2024

You can also check our bug fixes, known issues, or check our APIs.

June 2026 Release

Full release notes for June 2026

Key highlights

  • Streamlined billing - set up and manage billing at entity, job, and client level through a single, consistent process.
  • Request for Payment (RFP) - configure and operate RFP billing with consistent behaviour from setup through to receipts and Accounts Receivable (AR).
  • Automated payment matching - incoming payments are matched to invoices automatically, reducing manual allocation.
  • Flexible Work in Progress (WIP) provisioning - define your own ageing brackets and percentages, and exclude specific parts of the business from provision calculations.
  • Standing orders and VAT - set up recurring client charges and benefit from more accurate VAT reporting.
  • IRIS Elements integration - Client and Staff records sync between IRIS Firm Management and IRIS Elements.
  • Bulk User Defined Fields (UDF) - update UDF across multiple clients, contacts, staff, or jobs in one step.
  • Platform performance - key parts of the IRIS Firm Management platform have been rebuilt to improve speed and reliability.

 

February 2026 Release

Full release notes for February 2026

Key highlights

  • Future Billing Management - a centralised module for managing all future bills from one location.
  • Date Variable Substitution - billing paragraphs now support dynamic date variables, reducing manual corrections.
  • Billing performance improvements - significant load time reductions in billing screens through caching and query optimisation.
  • Billing Allocation Type Controls - configure allocation type visibility at firm and user level.
  • Billing Compact Mode - a new compact layout helps users focus on billing tasks.
  • Cross-Client Billing Privileges - privilege-based model gives administrators clearer control over cross-client billing.
  • Work in Progress (WIP) Provisions - independent control over secondary approval levels in WIP Provisions.
  • Business Central integration - supports multiple dimensions and sub-accounts for more flexible export and mapping.