when uploading multiple documents, after splitting a single upload into multiple documents, the description field gets retained in the next document. However, the fields on a custom category will not get retained after splitting to a new document....

There are at least two people who would like to receive emails

GRF uses FYI/To View workflow as a review mechanism for non-AP transactions. They would like the ability to view GL coding directly from the inbox instead of drilling into the transactions.

Allowing this will avoid having to create a new rule each year and accidentally missing accounts.

Our client would like the report headings to match on across all reports. The cash flow reports pull in the clients' name in as all caps and then partially capitalized & partially lowercase on the Cash trans summary report. Example attached.

User would like to drill down on a transaction from the status banking button to see when a transaction was processed and the delivery date. reported by Gelfand, Rennert & Feldman

With clients with multiple Amex/Citi/etc credit cards, we use the Vendor ID to distinguish between them (and so does the client when they approve invoices). Please add a Vendor ID column to the Invoice Approval screen.

We would like to have user be able to suppress inboxes like To Review for a partner level user since they would never review recurring invoices.

Allow users to setup release workflow notification only. Currently, notifications can only be enabled for both Approval & Release. Users want to be notified when invoices are waiting to be released.

This will be helpful when we need to make changes to the template chart and be able to determine which client is using it, how, why, etc. We have hundreds of clients and there's no way we can pull up each client to see if a particular account is b...