Changing the Default Filters Displayed in Vendor Invoices

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Posted on by NA-20011851-0

Good day Community!

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.

I appreciate the help!

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Dynamics 365 Finance

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Navneeth Nagrajan 2,495 Super User 2026 Season 1 on at

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Hi,

Had a look at the behaviour technically and the reason for the same is as mentioned below:

1. The filter that is saved (on navigating from the Vendor statistics window through the Payments dollar amount that brings up the list of payments made to the vendor) includes both the Document type and the vendor account criteria so when one searches for a new vendor the saved query doesn't dynamically update the vendor value, instead it keeps the original value.

The alternative approach is to select Options -> Advanced filter/sort from the vendor transactions screen or from the vendor statistics screen where one can see the payments. In the vendor account field, instead of entering a specific vendor use the current record option. This makes the filter dynamic. Finally, change the Document Type filter too to include Invoice and Payments etc. Save this query as a Personalization or a Saved view. This approach should help one navigate to a different vendor and the filter automatically applies to that vendor without hardcoding the vendor account.

Note: In Advanced filter/sort, the dynamic filter is the trick to avoid hardcoding the vendor in the saved query.

Hope this helps. Happy to answer questions, if any.

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