Filtering AP Purchase Invoices
The filtering options in the Pay AP Purchase Invoices screen make it much easier to find specific invoices due for payment.
In this week’s tip, Ian Barbour, Senior Consultant at PKF SCS, will talk you through the process step-by-step.
Click the images to expand for easier viewing.
Filtering AP Invoices
Navigate to:
Applications > Accounts Payable > Pay AP Purchase Invoices
On the Pay AP purchase invoices screen, click the Filter by dropdown, select from the filters and click Apply filter or Add a filter set to create a new one.
You can also use the quick filters: due date range, supplier range and credit date range.
Creating a Filter Set
Enter the Filter name and select the relevant criteria. Then, click Save.
Here are a few examples to help you:
Example 1: Amount Due Filter
- Data source – AP purchase invoice
- Field – Total due
- Operator – Greater than
- Value – 1000
Example 2: Location
- Data source – AP purchase invoice item
- Field – Location name
- Operator – Equals
- Value – Scotland
Example 3: Supplier & Amount Due
- Line 1:
- Data source – Supplier
- Field – Parent supplier
- Operator – Equals
- Value – 20002
- Line 2:
- Data source – AP purchase invoice
- Field – Supplier due
- Operator – Greater than
- Value – 1000
If you need more help with filtering AP invoices or anything else in Sage Intacct, get in touch.
