How to Customize the Payables List in Accounting

This guide shows how to tailor the Payables list so you can quickly find, group, and export the bills you need (for example, all unpaid or needs-approval items). It explains using filters, grouping by company/property or recipient, resetting the grid, and exporting customized views to Excel, Doc, or PDF. Follow it to streamline bill review and reporting.

9 steps

How to Navigate to Payables

From the navigation menu, select **Accounting > Payables.**

If you're on the **Accounting** page, you can navigate to **Payables** via the navigation tabs at the top.

Payables Overview

How to Customize the Payables List

Select the **Status filter icon >** Choose your **preferred options >** Select **OK.** **NOTE:** **You can select *Needs Approval* and *Unpaid* to run a full list of unpaid Bills.**

Select the **All option** from the **dropdown menu** to view all items on one page.

Select **Reset Grid** to clear all filters.

Select the **arrow icon** to group bills by the Company/Property.

You can group bills by the Recipient by selecting the **arrow icon.**

Any setting customizations will export to your preferred filed type (Excel, Doc, or PDF).