This video highlights an enhancement to AP Invoices and AP Payments filtering that provides more flexible control over results. It demonstrates how users can switch Vendor, Vendor Type, and Entry User filters between Include and Exclude modes, making it easier to either focus on specific results or quickly remove unwanted ones without manually selecting all other options.
SOP: Use Include/Exclude Filters for AP Invoices and AP Payments
Objective
This SOP explains how to use the new Include/Exclude filter functionality in Accounts Payable to refine invoice and payment results. It helps users quickly narrow reports by vendor, vendor type, entry user, and payment filters without manually rebuilding the filter set.
Key Steps
Open the Accounts Payable Invoices section 0:17
Navigate to Accounts Payable.
Select the Invoices section.
Confirm the report is displaying the current invoice results before applying filters.
2. Select the item you want to remove from the results 0:27
Review the invoice list and identify the vendor, vendor type, entry user, or payment-related item you want to exclude.
Select the specific filter value you want removed from the report results.
Use this step when the report is showing too many records and you want to narrow the view.
3. Switch the selected filter to Exclude mode 0:34
After selecting the filter value, click the Exclude button located above the filter field.
The selected value will be removed from the results set.
Verify the filter now shows as excluded before continuing.
4. Combine multiple exclusions as needed 0:42
Select another filter value, such as an entry user.
Click Exclude again to remove that value as well.
Repeat for any additional vendors, vendor types, entry users, or payment filters you want excluded.
Use multiple exclusions together to refine the report more precisely.
5. Apply the same process in AP Payments 0:59
Go to Accounts Payable > AP Payments.
Use the same Include/Exclude filter behavior available in Invoices.
Exclude specific vendors or users to quickly focus on the payment records you need.
Use this feature to simplify review and reduce manual filtering effort.
Cautionary Notes
Verify the selected filter before clicking Exclude to avoid removing the wrong records.
Remember that exclusions affect the report results immediately, so confirm the output after each change.
Use caution when combining multiple exclusions, as it may narrow results more than intended.
This functionality is available in both Invoices and AP Payments; make sure you are in the correct section before filtering.
Tips for Efficiency
Start with the most restrictive or most problematic filter first, such as a vendor that should not appear in the report.
Use multiple exclusions together to quickly isolate the exact records you need.
If you need to compare results, test one exclusion at a time before adding more.
Use the feature to remove unwanted vendors or users quickly instead of manually adjusting many individual selections.