Searching, Sorting, and Filtering Accounts Payable

From this screen you can  search, view, edit, pay, flag etc. accounts payable invoices. Search payable records by either the supplier name or invoice number. Press the Enter key to initiate the search.

Searching, Sorting, and Filtering Accounts Payable

Searching

When searching Accounts Payable you can enter all or part of the Supplier Name in the search field to begin.
For additional search criteria click the search options button, .

Field Explanations for Search Criteria

Field	Explanation
Mode	Select a search mode from the dropdown box. Standard, Due Payables, Flagged Payables, and Supplier Open and Hold.
Search Term	Enter supplier name or invoice number. (This field is RFMS Smart search compatible.)
Stores	Select which store to search invoices from. More than one can be selected. (Leave blank to search all stores.)
Suppliers	Select which supplier to search invoices from (leave blank to search multiple suppliers)
Date	Select date ranges for Invoice Date, Due Date, Date Paid, and/or Transaction Date.
Conditions	Choose the conditions of the payable(s) you are searching for. More than one can be selected. These include Open Only, Post Payable, Banking, Providers, Claims, Costing, Edited After Costing, Payroll, Service PO, and Paid Online.  Tips: If nothing is checked, all conditions are included in the search. Multiple origins may also be searched.

Sorting and Filtering

Each column of the suppliers browse screen has a sort and an options button.

Use the arrow, , to adjust the sorting order for a column.

Click the options button, , to further refine sorting and filtering.

Sort "A" to "Z" or "Z" to "A" Hide Column: Exclude current column from the browse view Filter on Column: add conditions to search for in a specific column Advanced Sort: apply separate sorting order for the different columns Manage Columns: Select which columns to include in the browse and preview views Find in Results: Search current search results   Tip: For more details on how to use these features please see the article Tour RFMS Next.

Options on the Accounts Payable Screen

Preview

When a single Payable record is selected you can toggle the preview button,, to view information specific for this record. What is shown in the preview side panel is editable through the the options button, . For more information on how to do this please see the article Tour RFMS Next.

Communications Center

When a single Payable record is selected you can select the Communications Center button to view interoffice email, contacts, remarks, attachments, and notes for this record.

Toolbar Options

The Toolbar stays at the top of the browse screen. Toolbar options change depending on your selection.

Example: