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Practice Management

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Client-specific jobs

Be handy to be able to customise jobs specifically for specific clients.
Adam Owens about 2 years ago in Practice Management 1 Already exists

Approval/Singnature Reminder

In IrisOpenSpace, you can make the request again if the client has not signed or approved the document yet. The client portal does not have this functionality. The only solution is to cancel the previous request and resubmit the document. It is es...
Aziz 6 months ago in Practice Management 5 Already exists

Export Job List

Jobs can be filtered depending on the type of job and date however there isn't any way it can be exported to excel/csv/pdf. Would be useful to be able to print the list/report at times.
Ryan Munt 7 months ago in Practice Management 2 Already exists

Automate your comms

Automate the sending of email/text messages.
Adam Owens about 2 years ago in Practice Management 1 Already exists

Bookkeeping Frequency

System should allows to override the Bookkeeping freuncy. For example it should allow to change the frequency to 2 monthly, 3 monthly or in every VAT quarter.
Aziz almost 2 years ago in Practice Management 1 Already exists

Notes and tasks

Ability to add notes and set tasks with due dates. Having the ability then to check your task list to see your work queue for that day as well as it being a prompt to nudge the client if we await documentation.
Renn Love 12 months ago in Practice Management 1 Already exists