I am new to my company, working as a temp for most of 2026, and much of my AP information comes from referencing historical tendencies as well as asking my coworkers. The method I use to see vendor history is by opening the Vendors menu from my homescreen, searching the vendor I need information on, and clicking on the Payments dollar amount in the right-most Vendor Statistics window. Clicking this brings up a list of payments made to the vendor.
Is there a way to modify this automatic filter to include the invoices either in addition to or instead of the payments? When I've tried to do it so far, it creates a separate filter that only includes the vendor I searched in this instance, not any new vendors I look for afterward. By this I mean if I save the filter including Invoices in the Document Type filter, the vendor filter will not automatically update with new searches.
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