Just like with the vendor and bank upload, if a credit card upload could be added, that would save a lot of time with fresh setup clients

Users are looking for a way to have the Tokens on Financial statements match the rest of the Header information. Things like making the token appear in all caps instead of just capitalizing the first letter of each word.

Notifications don't have any indication on what client it relates to

In the To Pay screen, if an item requires a laser signature password please include that in the error message when trying to pay instead of the generic "Some items weren't able to be paid"

When you are in the To Enter Invoices inbox and you submit an invoice it removes that item from the to enter inbox. If you were to then hit the previous button it would not take you back to the invoice you just submitted. In legacy you are able to...

Account for line breaks in the disclaimer

If we setup a user role without he ability to pay invoices they should not be able to see the To Pay inbox. In general the boxes should not appear at all if the user can take no action on the items within.

Example: If backup was scanned in before a copy of a check, and the the user wishes for the check to be shown first, they could switch up the order of the pages within a particular document.

to view items disappear from all inboxes when one user views an item. The item should remain in all inboxes until the individual viewers clear it from their own inboxes

When you login and try to upload images (or go to a specific tab), and a client has not yet been chosen, an error comes up stating that "You are not authorized to access this function." It would be great if the error could be removed (as it is con...