View recent vendor activity

You can create a custom view to see recent vendor activity in Intacct based on the Last bill created on and Last payment made on dates. This is useful when you want to see vendors active for a certain period of time, or vendors that have not had any activity for a while.

Custom views allow you to add fields that appear in the Vendor list, which you can then filter and sort on.

Subscription Accounts Payable
Permissions Vendors: List, View
  1. Go to Accounts Payable > All > Vendors.
  2. Select Manage view.
  3. Select New from the dropdown.
  4. In View name, enter a name.
  5. Select the columns, filters, and sort order for the new view.
    Learn how to create a new view.
  6. If you want other users to be able to use this view, select Public.
  7. Select Save.

You can now return to the Vendors list and use this custom view to see vendors and the last dates they billed and were paid.

  1. Go to Accounts Payable > All > Vendors.
  2. Select Manage views.
  3. Select Create new view from the dropdown.
  4. Select columns: Include all vendor information that you want to appear in the list.

    Make sure to include the Last bill created on and Last payment made on fields.

    Use the chevrons (>>) in the upper right corner of the wizard to proceed sequentially through each step or use the dropdown menu to jump to any step at any time. For example, if you only want to add or edit options in the view, you can select Sort Results from the dropdown menu to go directly to that step.

    Wizard step descriptions
    Wizard stepDescription

    Step 1: Select columns

    Select columns to be included and deselect columns to be excluded in the view.

    Step 2: Select column sequence

    • To set the column order, drag and drop columns in your preferred order.
    • To rename a column, select in the column text field and enter a new name.

    Step 3: Select filters

    To add filters to a view:

    1. In the Columns dropdown, select a column to filter by. The column does not have to be one of the columns displayed in your view.
    2. In the Operator dropdown, select an operator. Standard operators apply, such as Less than, Greater than, Equals, and more.
    3. In Value, enter the text or number you want to filter by.

    If the column being filtered is a checkbox field, set the operator to Equals and the value to True or False.

    To add more filter fields to the menu, select Add filter. To remove the most recently added filter, select Delete last filter.

    Learn more about filtering with operators.

    Step 4: Sort results

    The item at the top will be sorted by first, then the second item, and so on.

    • Drag and drop rows to set the order in which the view is sorted. The view will be sorted by the rule set in first column, then by second column, and so on.
    • For each column you want to sort by, select ascending or descending order. Only columns set to ascending or descending affect the list sorting.

    Learn more about sorting a list by column order.

    Step 5: Save advanced options

    To complete and save a view:

    1. In Name, enter the name as you want it to be listed in the All menu.
    2. Custom views automatically appear in your list page under the All menu. To make this view appear on the application menu as well, select Deploy.
    3. To describe when and how this view is to be used, in Description, enter a brief note.

    After a view is saved, you cannot rename it.

  5. Select Save.

You can now return to the Vendors list and use this custom view to see vendors and the last dates they billed and were paid. You can also deploy this view so that any Accounts Payable users can access it.