Vendor Filters
Use vendor filters to quickly narrow large vendor lists and focus on the records that matter for your work. Filters help you answer common questions such as which vendors have balances due, which vendors are active, or which vendors operate in a specific location. By creating focused lists, you spend less time searching and more time taking action.
You can combine filters to create precise vendor lists that support reviews, follow up work, and reporting.
Open the vendor list and select Filter. Then use one or more of the following filters to refine the vendor list.
General
Balance due
Vendor status
Vendor location
Last invoice date
Vendor type
1099
Payment
Bank account
Payment method
History
Date last changed
Last changed by user
Date created
Created by user
Attachments
Attachments
Custom fields that you create
After you define your criteria, select Apply filters to update the vendor list.
To remove criteria and return to the full list, select Clear all filters.