Objective: Create a filter to find all Vendors with an Accounts Payable balance greater than $1,000.
1. Navigate: Go to Reports > Reporting Tools > Report Filters.
2. Create: Click New +.
3. Name: Enter “Vendors Balance > 1k”. Click Save.
4. Define Criteria: Click Filter Criteria.
5. Line 1:
◦ Object: Vendor.
◦ Field: AP Balance.
◦ Condition: Is Greater Than.
◦ Value: 1000.
◦ Click Update.
6. Line 2 (Optional but recommended):
◦ Object: Vendor.
◦ Field: Inactive.
◦ Condition: Equals.
◦ Value: False.
◦ Click Update.
7. Save: Click Save.
8. Verify: You can now apply this filter to the Vendor Detail Report or Vendor List to see only high-balance vendors.