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When you print 1099s, if the year-to-date total is correct, but the 1099 purchases total is not, you can edit an invoice's 1099 status in Vendor Inquiry or Add/Edit Invoices.

Note

If both the YTD total and 1099 Purchases total are incorrect, you should enter a 1099 and YTD adjustment.

 To edit the 1099 status of a posted invoice in Inquiry
  1. Under Inquiry Type, select Vendor Inquiry and click Go .
  2. Enter a vendor code or click Lookup to select a vendor.
  3. In the drop-down list, select the invoice posting month. If you do not know the month in which the invoice was posted, select the month of December.
  4. Select the correct tax year for the 1099 you are editing. This year is the previous year. For example, in 2011, select the year 2010.
  5. Select one of the following:
    • Paid — displays paid invoices only
    • Unpaid — displays unpaid invoices only
    • Both — displays both paid and unpaid invoices
  6. Select Posted.
  7. Select YTD.
  8. Double-click the invoice you want to edit.
  9. To change the status of the invoice, select the 1099 check box.
  10. Click Return.
 To mark one distribution on an invoice as 1099 in Inquiry
  1. Under Inquiry Type, select Vendor Inquiry and click Go .
  2. Enter a vendor code or click Lookup to select a vendor.
  3. In the drop-down list, select the invoice posting month. If you do not know the month the invoice was posted, select the month of December.
  4. Select the correct tax year for the 1099 you are editing.
  5. Make one of the following selections:
    • Paid — displays paid invoices only
    • Unpaid — displays unpaid invoices only
    • Both — displays both paid and unpaid invoices
  6. Select Posted.
  7. Select YTD.
  8. Double-click on the invoice you want to edit.
  9. On the distribution line that you want to edit, select the 1099 check box.
  10. Click Return.
 To mark a posted invoice as a 1099 invoice in Add/Edit Invoices
  1. Under Manage Records, click the Transactions tab.
  2. In the drop-down list, select Accounts Payable Invoices and click Go .
  3. Click Add/Edit Invoices.
  4. In the View bar, select Posted Invoices.
  5. If the invoice is paid, click the View bar again and select Paid.
  6. Under Posting Period, select the Month/Year for which the invoice was posted.
  7. Double-click the invoice, then select the 1099 check box.
  8. Click Return.