IRIS Practice Engine v10.2 release notes
IRIS Practice Engine 10.2 moves the platform to the latest Microsoft technology, adds new ways to connect IRIS Practice Engine to your other systems, and makes day-to-day job and billing work faster and more reliable.
Release date: October 26, 2026
October 2026 (v10.2)|July 2026 (v10.1)|2025|Earlier versions
Key highlights
- Webhooks - automatically notify your other systems when clients, jobs, staff, contacts, or draft bills change.
- Job attributes and redesigned job templates - capture more information on jobs and manage templates more easily.
- More job bulk actions - update many jobs at once, including adding notes and changing the Job Biller.
- Business Central cash import - and more dependable general ledger (GL) and journal processing.
- Automatic confirmation of approved draft bills and a new Job Over Budget alert for partners.
- Upgraded to .NET 10 - for improved performance, stability, and security.
- Fixes - a broad set of billing, timesheet, calendar, and security fixes.
New features and enhancements
Webhooks
IRIS Practice Engine can now send a notification to an external system whenever key records change, so integrations no longer need to keep checking for updates. Administrators choose which events to subscribe to.
| Record | Events available |
|---|---|
| Client | Created, Updated, Deleted |
| Job | Created, Updated, Deleted |
| Staff | Created, Updated, Deleted |
| Contact | Created, Updated, Deleted |
| Draft bill | Created, Deleted, Confirmed |
Jobs
Job attributes
You can now set up and maintain custom attributes on jobs, using the same attribute pages you already know from elsewhere in IRIS Practice Engine. Use them to record the information your firm needs on each job.
Redesigned job templates
The job templates screen has a clearer list layout. Services are now managed in a dedicated dialog, and you can filter templates by service. The screen stays responsive even when you have a large number of templates.
Job bulk actions
From your job lists you can now:
- Add a note to several selected jobs in one step.
- Include the Job Biller when updating staff on multiple jobs at once.
Business Central integration
- Cash import: import cash from Business Central, with updated connector configuration and more reliable handling of large or long-running syncs.
- Ledger processing: improved handling of cash ledger entry types and dates, firm expense filtering, and clearer error handling if a cash-to-GL transfer fails.
- Dimension codes: Business Central dimension codes now display correctly on jobs.
OData API
A new Open Data Protocol (OData) style API gives your integrations flexible, filtered access to IRIS Practice Engine data. Filter options include contains, starts with, ends with, and in-lists.
Billing and alerts
Automatic confirmation of approved draft bills
A scheduled task can now confirm approved draft bills automatically, saving a manual step in your billing cycle.
New email alert: Job Over Budget Target, by Job Partner
Partners can now receive a notification about jobs in their portfolio that have gone over the service-line budget trigger, so they can act early.
DRS and banking extracts
Bills are now included in the DRS extract, and over-allocated receipts are excluded from draft DRS allocations.
Reports, email, and platform
Reports and performance
Reports now process database requests asynchronously, improving stability when the system is busy.
Emailing
Additional checks stop messages being grouped incorrectly when an email address is missing or blank.
Platform upgrade
IRIS Practice Engine, including sign-in and authentication services, APIs, and reports, now runs on .NET 10.
Fixes
Billing
- Multi-currency receipt allocation no longer leaves small leftover balances on invoices.
- Negative and over-allocated receipts are now handled correctly.
- Bulk approval of draft fees now waits for processing to finish before removing items from the list.
- Fixed an error when printing draft details.
- Applying a one-bill, date-based billing schedule template no longer freezes the job page.
- Fixed issues with deleting draft fee allocations and with fee policy checks.
Jobs
- Fixed job code and name validation and related job list issues.
Security
- Tightened security checks and partner and manager field behavior when saving details.
- Resolved a field-level security vulnerability.
Timesheets and calendar
- Fixed timesheet posting and time-component display issues.
- Fixed problems applying and deleting calendar entries.
Clients, staff, and assurance
- Fixed issues on relationship screens.
- Fixed the client export list.
- Fixed deposit entry.
- Fixed a staff data access issue.
- Fixed the "add new" dialogs for client, contact, and staff events.
Tax return import
- Fixed an issue with the tax return import.
Data errors and API documentation
- Fixed data errors that could cause some screens and API calls to fail.
- Large responses no longer crash the Swagger API documentation page.