To manage 1099 Reporting within Unimarket, Community Administrators must follow a specific configuration process covering global settings, individual supplier profiles, and invoice processing.

Global Configuration

To turn on the feature, go to the Administration module > Modules > Invoices. In the 1099 Reporting tab, check the Enable 1099 Reporting box.

Management Settings:

• Default for Suppliers: Choose Reportable or Non-Reportable based on the majority of your supplier base.

• Default 1099 Reporting Code: Set the most common code for reportable suppliers. This can be overridden at the supplier or invoice level.

• Managing Codes: You can deactivate unused codes by unchecking the Active column.

Creating 1099 Codes

If you need to add a new code:

1. Click +Add 1099 Code.

2. Code: Enter the code for your ERP system (use only capital letters, digits, hyphens, and underscores).

3. Description: Enter a description that users will see when creating invoices.

4. Click Add or Add More.

Individual Supplier Settings

Administrators can override global defaults for specific suppliers:

1. Go to Administration > Suppliers.

2. Select the supplier and click the Settings tab.

3. Navigate to the Invoicing header.

4. 1099 Reportable: Choose to inherit the global default or manually select Reportable or Not Reportable.

5. 1099 Reportable Code: Assign a specific code if different from the default.

6. Once completed, scroll to the bottom of the screen and select Save.

Impact on Invoicing

Once enabled, a 1099 Reportable section appears on the Create Invoice screen.

• Reportable Suppliers: The code box is visible and can be edited for that specific transaction.

• Non-Reportable Suppliers: The code box is locked and cannot be edited.

Best Practice: If a supplier's status varies by transaction, set their default to Reportable. This gives users the flexibility to confirm reportability on a case-by-case basis. If they are never reportable, keep the setting as Not Reportable.