Currently, when a document is received via the AP inbox and converted from “documents to review” into a “draft invoice,” the original email body is lost.
A service proposal attachment was received in the document triage to review. After viewing it and saving it as a draft invoice to process payment, the email portion was no longer accessible. I would like to request that the text from the email be automatically transferred or attached to the draft invoice. This ensures that important context, instructions, or terms mentioned in the email body remain accessible for audit purposes. Thank you!
