1099 Reporting

Community Administrators can enable 1099 Reporting by going to the Administration module > click Modules > select Invoices.

The Invoices Administration screen will populate > select the 1099 Reporting tab > check the Enable 1099 Reporting box.

Additionally, Community Administrators can manage settings: Default for Suppliers and/or Default 1099 Reporting Code. 

• Default for Suppliers - set the default for suppliers as Reportable or Non-Reportable. If the majority of your suppliers are not reportable, you will most likely want to use Non- Reportable and visa versa for Reportable.
• Default 1099 Reporting Code - if a supplier is set up to be reportable, set the default 1099 Code to the code that applies to only reportable suppliers. The default can be overridden on a per supplier basis and can be managed in the supplier's profile. 

If there are 1099 Codes your organization will not be using, you can uncheck the box in the Active column and the code will not appear as an option. 

Create a 1099 Code

To create a 1099 code, select +Add 1099 Code > a pop-up box will appear > in the Code field, enter the applicable code. This will be the code that is sent to your ERP system in any outbound invoice integration messages. Only capital letters, digits, hyphens and underscores are allowed.

In the Description field, insert the desired information. The description is visible to end users when submitting invoices through the Create Invoices screen.

Once completed, select Add. To add additional 1099 codes, click Add More.

Supplier 1099 Reportable Settings

On a per supplier level, Community Administrators can manage the default specific to desired suppliers, by going to the Administration module.

Select Suppliers, on the left side panel > locate the desired supplier > click the supplier's name > select the Settings tab > scroll down to header titled Invoicing.

• 1099 Reportable: Use this option, if the supplier should be 1099 Reportable. The default option will inherit the setting from the Invoice Administration screen. You can override this with Not Reportable or Reportable. If Reportable is selected, you will select select a code below.
• 1099 Reportable Code: Inherit the default 1099 Code from the Invoice Administration screen or select a specific code for the supplier. If the supplier is Not Reportable, this setting will not be used. 

Create Invoice Screen

If 1099 Reporting is enabled, a 1099 Reportable section will appear on the Create Invoice screen.

• For suppliers defaulted as Reportable: The 1099 Reportable Code box will shown and can be edited for the specific invoice, if necessary.
• For suppliers defaulted as Not Reportable: The 1099 Reportable Code box cannot be edited, unless the supplier's settings is updated to Reportable.