In the
Banking section, when uploading a receipt to match a transaction, I am provided with the option to choose "Attach from Cloud" or "Attach from Desktop."
Contrast that process with the
Sales / Invoices / Record Payment workflow where I am only provided with "Upload File" and I cannot get to my Cloud account documents unless the file has been synced with its respective desktop applications (Z-docs, G-docs, Box, Dropbox etc.).
Can the Sales workflow be improved and work like the Banking workflow?