Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Option for Practice to choose pending time to be included in all WIP totals throughout IRIS

Pending time can significantly change the current WIP totals, some practices may prefer to see all WIP totals on reports and anywhere visible within the software to include this time. Currently there is only one report that will include pending time and it would save having to run a report if you quickly want to just see the totals. (I added this as optional as I am sure some practices will be against this!)

  • Guest
  • Jun 20 2018
  • Planned
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  • Mark Southgate commented
    30 Jun, 2021 04:28pm

    We regularly experience difficulties in running month-end / quarter-end reports in time and fees when the month-end falls mid-week.

    Today for example (30th June) is our month-end but if I run a WIP balance report this will only show time that has been updated from completed timesheets.

    What we would like to be able to do is run a Work In progress report at the end of today which shows all time whether updated to the WIP ledger or not. i.e. including pending time/WIP. I note that this is possible when running a billing decision report or indeed when using the on-screen billing function so why not when generating a WIP report.

  • Jason Walby commented
    23 May, 2019 12:00pm

    Sadly the new screen does not resolve the problem as it doesn't let you refine the selection by Client Manager. This means you have to view all of the clients not just your own portfolio. 

  • Vlad Briskin commented
    17 Oct, 2018 05:13pm

    On this new screen I am aiming to make the filter selection remembered for everyone so once selected you would see total WIP including pending WIP every time you access the screen. This should make it convenient for everyone.
    It would be good to get your feedback whilst we are working on it. If you would like to be involved please let me know and I would reach out to you and talk you through the planned features.

  • sarah wilson commented
    17 Oct, 2018 02:25pm

    I think most firms would prefer to see total WIP time e.g. including pending time as the default position.

  • Vlad Briskin commented
    17 Oct, 2018 02:12pm

    We are currently working on new screen to monitor WIP across multiple clients. It will include show/hide pending WIP option to help you review pending WIP if necessary and allow you to quickly see the totals of WIP and pending WIP or both combined.