How to: Edit 1099 Coding on Transactions

1099 coding is like other free field codes and can be edited even after the transaction has been posted and the period has been closed. You can edit 1099 coding in the original entry screen module or from the General Ledger module.

Entry Screen

Module Details Grid

General Ledger

You can update the 1099 coding on a single transaction within the entry screen. We’ll use the Bills module for this example.

First, navigate to the Bills module.

Apply any filters you need to locate the bill.

Next, click on Actions and then View In Same Tab.

In the lower right corner of the Bill screen, click on Edit.

In the Details section, select the correct 1099 code from the 1099/T4A drop-down menu.

When you’re ready, click Save in the lower right corner to apply the change(s).

You can update multiple 1099 codes in the Details tab of the entry module grid. We’ll use the Bills module for this example.

First, navigate to the Bills module.

Next, click on the Details tab.

Now, click the blue Edit button.

In the 1099/T4A column, select the correct 1099 code from the drop-down menu for all relevant lines.

When you’re ready, click the blue Save button.

Then, click the blue Confirm button to apply the change(s).

You can update 1099 codes for multiple transactions and entry types from the General Ledger module.

First, navigate to the General Ledger module.

Apply any filters you need to locate the transactions.

Now, click the blue Edit button.

In the 1099/T4A column, select the correct 1099 code from the drop-down menu for all relevant lines.

When you’re ready, click the blue Save button.

Then, click the blue Confirm button to apply the change(s).

For additional instructions on Bulk Editing Transactions in the General Ledger module, please visit our Help Center here.

Please contact us if you have questions at [email protected] or visit the Process 1099s section of the GreenSlate Help Center here.