Goal:
- Display only Expense Bills when creating Payments.
- Show Bills for Expense Reports within the Payment Processing section.
Steps:
-
On the left-hand navigation bar select the Accounts Payable → Payment Tracking
or Manage Bills (depending on the Bills you'd like to filter) -
You can choose from any of the tabs at the top.
-
Select the Filter icon next to the search bar. Select your filters.
Additional Information:
- Users must have Accounts Payable permission to complete the steps listed.
- Turn the toggle on to filter by Expense Bills Only.