SmartFusion Modules > Accounts Payable > Reports> Vendor 1099 Report

Recent Changes

Recent Changes: 
6.202 - Added new 1099 address fields on the print 1099 report.

6.199 - Allowed "Minimum prior 1099 amount to include" textbox to accept a negative value.

6.174 - Updated the data pull for the prior 1099 balances to use the new VendorPrior1099Balance table  

6.147 - Fixed an issue where the vendor category and 1099 type was not pulling for vendors who had 'Prior 1099 balances' entered on them but did not have any other vouchers associated with them for the date period for which the report is run. It was also not filtering by category for the same scenario.

6.118 - Added the 1099-G and 1099-R types to' the report output; Updated the report so that the State Totals would display correctly    

6.117 - Fixed an issue where no data was returned to the report if "Show inactive vendors" was checked

6.105 - Added the "Show inactive vendors" checkbox that allows users to include inactive vendors in the vendor number selection

Refer to bottom of page for changes prior to version 6.100

Introduction

This report allows the user to print a report containing vendor 1099s summaries to reconcile their values with 1099s that are produced.

Explanation

Select process - This will allow sequencing of the results of the report either by "Alpha Sort" or "Vendor Number"

Show inactive vendors - controls whether inactive vendors are included in the vendor selection

Vendor - Allows a range of vendors to be selected

Alpha sort - Allows a range of alpha sorts to be selected

Check dates - Allows a range of check dates to be selected

Minimum 1099 amount to include - Allows the user to enter the minimum total of 1099 sums to include

Minimum Prior 1099 amount to include - Allows the user to enter the minimum 1099 prior amount to include

Vendor 1099 type - Allows the user to select the type of 1099s to be included. No selection selects all of the types. The types included are:

  • Interest
  • Legal
  • Medical
  • Nonemployee
  • Other
  • Real Estate
  • Rent
  • Agriculture Payment
  • RTAA (Reemployment Trade Adjustment Assistance) Payment
  • Taxable Grant
  • Unemployment Compensation
  • Pension Normal Distribution

Include invoice details - Includes the details for invoices that are attached to the 1099s

Include vendor address - Includes the vendor address on the report

Include totals information - Includes totals information in the summary section off the report

Include state totals - Includes totals for each state attached to the 1099

Include All Panel

These options allow the user to filter based on the following criteria:

  • Vendor categories
  • Billing cycle
  • Master codes

Changes Prior to Version 6.100

6.94 - Updated the dataset for the report when run with detail displayed. This was causing a login popup to be displayed in certain circumstances.  

6.91 - Added a secondary detail to line to the report for address exceptions concerning the vendors. If they have a blank Address1, Address2, City, State, or Zip Code, there will be an exception line below the main record in the report. It will list the invalid field(s). Using this one can go to the vendor master and fix the records that need to be corrected. Any records in the report with invalid values for address information will be placed at the top of the report for easier identification.

6.64 - Changed the report to separate Participating and non-participating states and have separate totals for each.

6.18 - Made changes to the query to pull in 1099 prior balances that were being omitted due to the check dates not falling within the date range selected.