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Currently, the invoices are kept in an area where you have to hit a side button to find the link for the document download. It is inconvenient for data reviews/ confirmation. Attached are images of where to find the document today and where it would be more convenient within the "edit record" dialogue box.
Idea priority | Low |
Needed By | Not sure -- Just thought it was cool |
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While this behaviour cannot be changed in the current UI, we are planning to address this as part of the UI/UX modernization initiative on our roadmap. We expect to release a preview of the account data management experience in the new UI towards the end of the year and will ensure this requirement is addressed.