You should be able to add a UDF. I've done this before. Try mapping the UDF from invoice data entry to the open invoice file. I don't have the exact steps, but it's definitely possible. Once you starting mapping the UDFs, you can figure out which files to include.

I added a UDF to the following tables. They all reference each other.

AP Invoice Header, AP Invoice Header Posting, AP Invoice History Header, AP Open Invoice, AP Invoice Payment Listing Work.

None of them bring up the UDF as filter criteria or show up when I update the customized screens and try to use it for filtering inside of the "select" screen. Any ideas would be much appreciated.

We've used the vendor Sort field (already in the grid) for process filters, but obviously that only works when all of a vendor's invoices fall into the category you wish.

Good idea, unfortunately this filtering decision has to be made at the invoice level and not at the vendor level otherwise this would work.

What I'm ultimately trying to accomplish is to identify invoices we have paid for by CC on certain vendors. But those vendors can have invoices on account as well. This will allow me to help our AP person not have to manually weed these out any longer. I would eventually like to also add in an indicator for invoices that should be short paid due to back ordered lines, etc... Right now our AP clerk is doing all of this manually with notes on invoices etc, instead of the software allowing her to filter or us to create customization to fit our needs.

You can add UDFs to the "Select" screen (that pops up after hitting the select button), it is under AP > Common Entry in the Customizer. As far as I know you cannot modify the filter screen that initially shows though.

I just figured it out. I had tried this multiple times, but the UDF would never show up. I didn't understand you could double click the grid on the screen and then have options as to what fields from AP Open Invoice you wanted to see in the grid. Thanks everyone for your help!

No need to hunt for the panel in customizer.  Use the right-click menu.

You can sort by the UDF on the Select Invoices for Payment screen, which in turn makes it easier to select the invoices.

Yeah it wasn't so much finding the panel to use as how to edit the grid. Just needed to double click it. DOH! Sometimes its the simple things that hang us up. Now if sage would only allow us to customize the first set of screens before hitting the select button...