Run an All Paid Transactions with 1099 Filter
Step 1: Click + to the right of Accounting Reports on the left navigation.
Step 2: Select T4A/1099 REPORTS from the Category drop down menu.
Step 3: Select All Paid Transactions with 1099 Filter OR All Paid Transactions with 1099 Filter (Cross Projects) from the Report Type drop-down menu.
If you are running the All Paid Transactions with 1099 Filter (Cross Projects), select the projects from the Projects filter.
Step 4: Enter the date range for the applicable 1099 tax year.
Step 5: Click QUEUE REPORT.
Step 6: Click VIEW REPORTS MONITOR.
Step 7: Download and review the report to identify any transactions that need 1099 coding changes.
Open the All Transactions with 1099 Filter to identify transactions that need to be tagged with a 1099 code. Once you've identified the transactions, proceed with the steps below.
Edit 1099 Coding on Transactions
Step 1: Go to the transaction grid on the left navigation (in this article a bill will be used as an example).
Step 2: On the desired transaction, click ACTIONS and then VIEW IN NEW TAB.
Step 3: Click EDIT
Step 4: Select the appropriate 1099 code from the 1099/T4A drop down menu.
Step 5: Click save to apply the change(s).
You can update 1099 codes across several transactions at once from the General Ledger. Please click here for step-by-step instructions.