This video highlights an enhancement to AP Invoices that allows users to combine multiple legend filters at the same time, including Invoice, Trust, Credit, Flagged, Paid, Past Due, and Deleted. It demonstrates how users can now view combinations such as “Flagged + Past Due” or “Trust + Credit” in a single view, making it easier to analyze invoice data in a more flexible and unified way.

SOP: AP Invoice Filtering with Multiple Legend Filters

Purpose

This procedure explains how to use the enhanced Accounts Payable (AP) invoice filtering feature that allows users to apply multiple legend filters simultaneously for more flexible data analysis.

Overview of Enhancement

Users can now apply multiple legend filters at the same time, allowing combined views of invoice statuses such as:

Invoice
Trust
Credit
Flagged
Paid
Past Due
Deleted

This enables more advanced and targeted reporting within a single view.

Procedure

1. Navigate to AP Invoices

Open the Accounts Payable module.
Select Invoices.

2. Apply Legend Filters

Locate the legend filter options on the invoice screen.
Select one or more statuses to apply simultaneously.
- Example: Flagged + Past Due

3. Review Filtered Results

The system will display all invoices that match any of the selected filters.
You can combine multiple statuses to refine your view and analysis.

Example Use Case

To view invoices that are both flagged and past due:

Select Flagged
Select Past Due
The report will display all invoices that meet either or both conditions in a single unified view.

Result

Users can analyze multiple invoice statuses at the same time.
Reporting becomes more flexible and efficient.
Data review is streamlined into a single consolidated view instead of switching between individual filters.