Operations AR - Search and Filter Vendor Invoices by Assignee

1. Navigate to "Accounts Payable"

   Filtering by assignee IDs and assignee names allows users to quickly search and filter invoice records based on who they're assigned to. To do this, navigate to "Accounts Payable" section in the Operations Portal.

   

2. Click "Vendor Invoices"

   Then, click "Vendor Invoices." In order to access "Vendor Invoices" the account will need to be set up either as an "administrator" or a "superuser", or have the appropriate roles: "vendorInvoiceEdit" or "vendorInvoiceView."

   

3. Click on the "Show / Hide Columns" icon

   Assignee IDs and Assignee Names columns are hidden by default. To show these columns, click on the "Show / Hide Columns" icon.

   

4. Select columns to show

   Click the "Assignee IDs" and "Assignee Names" columns to show in the grid.

   

5. Click the column filter dropdown

   To filter by either columns, click on the column filter dropdown.

   

6. Click the checkbox to select assignee

   Click on the checkbox next to the assignee to select.

   

7. Filtered results by Assignee Name

   The grid displays the filtered results containing only the vendor invoices assigned to the selected assignee names.

   

8. Filtered results by Assignee IDs

   Repeat the same steps on "Assignee IDs" column to filter by the assignee IDs. The grid displays the filtered results for the vendor invoices assigned to the selected IDs.