Edit 1099 coding within a specific transaction. To find specific transactions an All Transactions with 1099 Filter can be generated.
Run an All Transactions with 1099 Filter
Run an All 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 Transactions with 1099 Filter OR All Transactions with 1099 Filter (Cross Projects) from the Report Type drop down menu.
Step 4: Enter the date range for the applicable 1099 year.
Select the projects from the Projects filter if you are running the All Transactions with 1099 Filter (Cross Projects)
Step 5: Click QUEUE REPORT.
Step 6: Click VIEW REPORTS MONITOR.
Step 7: Download the PDF file of the All Transactions with 1099 Filter OR All Transactions with 1099 Filter (Cross Projects).
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.
Editing The Transaction
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).
