When selecting a category on an AP bill, the list can be very long and often times cluttered with too many selections that are not necessary for that particular vendor. This article will take you through how to filter the category list based on the selected vendor.
Navigate to: Settings > Company > Payables > General > Edit. In the Filter Category field, select: By vendor, scroll down to the bottom and click Apply.
Next, navigate to: Payables and click on Manage Vendors to open your list of vendors. Click on the gear icon next to the vendor you would like to edit.
In the Edit Vendor window, click the Categories tab. You will see the entire list of categories that you have in Nexonia. Use the checkboxes to indicate which categories should be available for this vendor. Once done, click Ok to save.
Note: By default, no filtering is applied. You will need to remove access to categories within each vendor.
Tip: If you are using both Purchasing and Payables with Nexonia, you can apply the filtering to both products at once in the same window.