Dynamics Community Forum Thread Details

GP 2018 1099 Detail Report

Hi there,

I am a fairly new user to GP 2018 (less than a year using it), so sorry if this is something commonly asked. I did try to search the forum first but didn't find an answer.

I am trying to get a report that shows me all 1099 vendors, the amount for the 1099, and a detail of the transactions that make up that total amount. I would also like a report showing vendors not marked as 1099 and the amount paid to them so I can review to see if there is a vendor missing from the first report.

I did build a SmartList, but it reads a little confusingly. I have a columns for "Vendor ID", "Vendor Name", "1099 Type", "1099 Amount LYR", and "1099 Amount YTD". My concern with this report is my "1099 Amount LYR" column is all $0.00, but the YTD column has values. Since today's date is in 2019, I kind of expected the opposite? Or is the 1099 report showing only 2018 values?

Thanks for any insight!

Categories:

Financial Management

You are on the right track - add the column "Last Check Date" and then do a filter in the search tab for 1/1/18 to 12/31/18. I also put in the tax type for each vendor in the "tax registration number" field in vendor maintenance/options where I put in their type ie: Corp/ Part/Sole It helps when looking for errors or missing information.

My headings are as follows:

Vendor ID Vendor Name Address(s) Tax ID Number Last Check Date Tax Registration Number Amount Paid YTD

Also, if the 1099 information was not entered for a vendor before you cut a check to them, you will not see the correct total. It will only give you the amount paid to the vendor after they were updated as a 1099 vendor. To correct this you will need to get in touch with your GP support to log in as the system admin. and run an 1099 update. You can update individual vendors yourself if you only have a couple.

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