Tips and tricks for creating filters on the Pay AP purchase invoices page

Filter for AP purchase invoices with the nearest upcoming deadline to be paid.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter.
3. In the Due date range dropdown, select This week or This month.
4. Select Save.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter.
3. In the Due date range dropdown, select Past due.
4. Select Save.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter.
3. In the AP purchase invoice payment priority dropdown, make your selection. You can filter for Urgent, High, Normal, or Low-priority AP purchase invoices.
4. Select Save.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter.
3. In the Drill down filters section, select or enter the following values

   Object: Supplier

   Attribute:Supplier name

   Operator: Equals

   Value: Enter the name of the supplier

4. Select Save.

For example, create two filters: Suppliers A-L, and Suppliers M-Z.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter, such as Suppliers A-L.
3. In the Drill down filters section, select or enter the following values:

   Object: Supplier

   Attribute:Supplier name

   Operator: Less than

   Value: M

4. Optionally, sort the list by ascending supplier name.

   In the Sort by section, select Supplier name as the Attribute and Ascending for the Order.

5. Select Save.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. On the Advanced filters page, give your filter set a name such as Partially paid AP purchase invoices.
3. In the Drill down filters section, select or enter the following values:
   • Object: AP purchase invoice
   • Attribute: State
   • Operator: equals
   • Value: Partially Paid
4. Select Save.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter, such as Preferred payment method.
3. In the Drill down filters section, select or enter the following values:

   Object: Supplier

   Attribute: Preferred payment method

   Operator: Equals

   Value: Select the desired payment method.

4. Select Save.

1. On the Pay AP purchase invoices page, select the Filter by dropdown and select Add a filter set.
2. Add a Name for your filter.
3. Select the Show top-level transactions checkbox.
4. Select Save.

1. On the Pay AP purchase invoices page at the top level, select a filter and select Edit filter, or select Add a filter set.

   The Advanced filters page appears.

2. Select Select under Entities to pay.

   The multi-select box enables you to view and select from the list of entities that have a defined business relationship.

3. Do one of the following:
   • Select Add all to include all entities in your filter, then select Done.
   • Select the arrow beside each entity that you want to add to the filter, then select Done.

   The number of selected entities appears under Entities to pay. You can edit this selection anytime. After you apply the filter, the resulting list includes AP purchase invoice line items associated with the selected entities.

You can hold off on paying AP purchase invoices for specific entities that do not have the resources yet to pay in full.

1. On the Pay AP purchase invoices page at the top level, select Pay by entity at the top of the page.
2. Check the Select entities with ability to pay all AP purchase invoices in full checkbox.
3. Select Apply filter.

1. On the Pay AP purchase invoices page at the top level, select a filter and select Edit filter.

   The Advanced filters page appears.

2. Select one of the following:
   • Include: Include AP purchase invoices that have multi-entity line items so long as one line item meets the criteria.
   • Exclude: exclude AP purchase invoices that have multi-entity line items even though one or more line items meet the criteria.
   • Only: show only AP purchase invoices that have multi-entity line items; AP purchase invoices with multiple line items for the same entity are excluded.

1. On the Pay AP purchase invoices page, select the Filter by dropdown menu and select the appropriate filter.
2. Select Edit filters.

   The Advanced filters page appears.

3. In the Sort by section, select Due date in the Attribute field.
4. Select Ascending in the Order field.
5. Save the filter set.

   The Pay AP purchase invoices page appears.

6. Select Apply filter.

   Intacct applies the filter and sorts the list of AP purchase invoices by due date, showing the oldest due date at the top.

1. On the Pay AP purchase invoices page, select the Filter by dropdown menu and select the appropriate filter.
2. Select Edit filters.

   The Advanced filters page appears.

3. In the Sort by section, select Supplier name in the Attribute field.
4. Select Ascending in the Order field.
5. Save the filter set.

   The Pay AP purchase invoices page appears.

6. Select Apply filter.

   Intacct applies the filter and sorts the list of AP purchase invoices alphabetically, by supplier name.