Tips and tricks for creating filters on the Pay bills page

Unless you configured Accounts Payable to display all ready-to-pay bills, bills will not load until you apply a filter.

You can filter on-the-fly using common filters that we've bubbled up to the Pay bills page, or create a filter set. Each time you access Pay bills, just select your filter set from the Filter by dropdown and select Apply filters.

Filter results must display less than 1000 bills.

Need to see all your bills at once? If you have less than 1000 bills to pay, this is possible by creating a filter that includes all bills, such as a filter for vendors with names A through Z.

However, Intacct only displays a maximum of 1000 bills, so it's possible you won't see all available bills if you have more than 1000 bills. You can create more specific filters or create payment requests for bills and run the filter again.

Filter based on bill characteristics

Filter for bills with the nearest upcoming deadline to be paid.

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

    Attribute:Vendor name

    Operator: Equals

    Value: Enter the name of the vendor

  4. Select Save.

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

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

    Object: Vendor

    Attribute:Vendor name

    Operator: Less than

    Value: M

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

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

  5. Select Save.
  1. On the Pay bills 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 bills.
  3. In the Drill down filters section, select or enter the following values:
    • Object: Bill
    • Attribute: State
    • Operator: equals
    • Value: Partially Paid
  4. Select Save.

Filter based on payment method

  1. On the Pay bills 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: Vendor

    Attribute: Preferred payment method

    Operator: Equals

    Value: Select the desired payment method.

  4. Select Save.

Filter based on entities

  1. On the Pay bills 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 bills 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 bill line items associated with the selected entities.

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

  1. On the Pay bills 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 bills in full checkbox.
  3. Select Apply filter.
  1. On the Pay bills 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 bills that have multi-entity line items so long as one line item meets the criteria.
    • Exclude: exclude bills that have multi-entity line items even though one or more line items meet the criteria.
    • Only: show only bills that have multi-entity line items; bills with multiple line items for the same entity are excluded.

Add sort criteria to an advanced filter

  1. On the Pay bills 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 bills page appears.

  6. Select Apply filter.

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

  1. On the Pay bills 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 Vendor name in the Attribute field.
  4. Select Ascending in the Order field.
  5. Save the filter set.

    The Pay bills page appears.

  6. Select Apply filter.

    Intacct applies the filter and sorts the list of bills alphabetically, by vendor name.