1099 Updates

Hello, 

After marking vendors to check 1099 Box ON, update all the 1099-appropriate lines of all 2023 paid bills and all open bills for this vendor, to add 1099 box numbers. Then reprint 1099 reports.

Laura

@katiedavison Note sure you read all of Laura’s post, did you do the following?…. “update all the 1099-appropriate lines of all 2023 paid bills and all open bills for this vendor, to add 1099 box numbers”

@katiedavison  “update all the 1099-appropriate lines of all 2023 paid bills and all open bills for this vendor, to add 1099 box numbers”

This means to update the 109 box on each detail line of each bill for each 1099 vendor  as shown below 

Hello,

To identify 2023 Bills for a vendor, try AP Register report:

To update the Bills/Debit Adjustments/Credit Adjustments, open each Bill/Debit Adjustment/Credit Adjustment by clicking on the Reference Numbers in the above report and type in the correct box number on the bill lines. Save changes.

Laura

@katiedavison You can use import scenario of possible a Mass update to complete the update of the records.  If you are not familiar with this functionality my suggestion is you contact your partner for assistance with the data update.  Below is a help link fro Import Scenarios.

https://help.acumatica.com/(W(4))/Help?ScreenId=ShowWiki&pageid=6815d69c-8e42-46fc-8776-cce10dccad04

#Laura02 - We have this setup for all the 1099 vendors, but it doesn’t seem to auto populate when invoices are created through a PO. 

Thanks

Jeremy

Hello,

I did a second test in Sales Demo, to make sure the 1099 box populates to the AP Bill in both options:  when creating AP Bill with [...] action from the PO Receipt, and also when starting in AP Bill screen and adding PO Receipt to the Bill.

Laura