We have some vendors that were incorrectly marked as 1099. I can update the bills to remove the data in the 1099 Box column, however I can’t do this on a cash purchase. How can we clear the box on the cash purchase so a 1099 doesn’t generate?
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Cash Purchase 1099 Box
Best answer by Laura02
Hello
If your access rights prohibit editing 1099 box on Cash Purchases, see whether Financial Supervisor or an Administrator may remove the Box #.
If your version doesn’t allow edit of 1099 Box Number on a Cash Purchase, please try Un-checking 1099 Vendor in General tab of Vendor profile screen.
If the 1099 still prints, please try entering a Debit Adjustment for any date in 2024 with a line amount matching the amount of the Vendor’s 1099. IMPORTANT: Enter this Credit Memo with other Users signed out and with Migration Mode temporarily checked ON in AP Preferences screen. Give the Debit Adjustment $0 open balance, and then release it. Remember to Uncheck Migration Mode in AP Preferences screen after releasing the Debit Adjustment.
On the Cash Purchase form, in the Column Configurator, make sure 1099 Box is selected. You can then either select a different 1099 Box value or clear the box and save.
+19Hello
If your access rights prohibit editing 1099 box on Cash Purchases, see whether Financial Supervisor or an Administrator may remove the Box #.
If your version doesn’t allow edit of 1099 Box Number on a Cash Purchase, please try Un-checking 1099 Vendor in General tab of Vendor profile screen.
If the 1099 still prints, please try entering a Debit Adjustment for any date in 2024 with a line amount matching the amount of the Vendor’s 1099. IMPORTANT: Enter this Credit Memo with other Users signed out and with Migration Mode temporarily checked ON in AP Preferences screen. Give the Debit Adjustment $0 open balance, and then release it. Remember to Uncheck Migration Mode in AP Preferences screen after releasing the Debit Adjustment.
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
1 person likes this
Thank you. I am an administrator, and I tried modifying the vendor profile to check the box off when making adjustments. This works for bills but unfortunately it is not working on cash purchases. It prints even if the box is unmarked as the history of the cash purchases is still there. I will have to try the debit memo in migration mode to eliminate that balance.
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