Configuring the accounts payable widgets

  1. On the Accounts Payable Homepage, configure the Vendor Lookup and the Vendor Contacts widgets:
    1. On the widget, select ... > Configure.
    2. Select a value in the Company/User ID field.
    3. Optionally, change the Records Count value.

      Specify the default number of records to load into the widget. As you scroll down, additional records become available in increments of the Record Counts value.

    4. Optionally, change the type of record that is displayed. Both is the default value in the Status field, but you can select Active Vendors or Inactive Vendors.
    5. Click Save.
  2. Optionally, configure values for the widgets that are shown in this table:
    Widget Value
    Vendor Period Balance Primary Chart Type
  3. Optionally, configure these ION Widgets to change the filtered results. We recommend that you do not change the value in the Search field.
    • New Vendor Alert
    • Vendor Invoice Discount Date