Hello, does anyone here have a method for tracking the payment type for a vendor bill? We would like to be able to track the payment type of a bill

Are you looking for a specific field in the bill's related Bill Payment record or a field in the vendor bill itself? A Saved Search can be made for either.

we are currently not tracking payment methods but we would like to figure out the best way to do it without adding extra burden to the a/p team

Like @blue said.. Just create a transaction search, add some criteria, then on the results make sure you show the Payment Method. =]

We currently do not have a payment method field on the vendor side. @blue @Addison Regnier How do you track the payment method for vendors?

you will need an identifier or segmentation for the payment type otherwise how would you track it since you dont have any specific thing to track. Just add a custom list/record type field for the bill and define the payment type - then create a transaction search as @Addison Regnier suggested

As you don’t currently have a payment type will the Account (main) of the payment start to give you insight?

no because the account is a bank account and can have ach, check and eft coming from it

@Phillip the way one of my clients did it is they created a custom field for the Bill Payment record since the std Payment Method field and list is applicable only in Customer Payment. You could do that but that will only have values for future transactions. For existing records, as long as you can identify a field as an identifier you can make a search for that.