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ReportGood Morning,
I am in desperate need of a smartlist report. Can someone help me create a report which would show The vendor name, the vendor ID, 1099 status if flagged as 1099, each check # that was issued to the vendor, the date that the check was issued, the $ amount of the check issued to the vendor (making sure that voids are excluded), Wires included if any were issued. The purchases amount would be the entire amount that the invoice was presented for, the need for this is so that we can compare the amount that was booked into the 1099 amount vs the amount that should be expenses.
| Vendor Name | Vendor ID | 1099 status | User defined note |
Check #Number |
Check Date | Check $Amount | Purchases amount |
The next report that needs a modification is one that I found in Financial, Account Transactions, TRX for GL account this report needs to have a column included for user defined notes. The AP Specialist would state in that field that the vendor is or is not 1099 eligible example as we look through the w-9s presented we would note that s corp not 1099, corporation not 1099 etc. ) , the reason for this is that these reports are run by GL account in an effort to catch 1099 eligible vendors that have not previously been identified. If the user defined field already states that the vendor is not 1099 eligible it would save significant time spent manually looking up W-9s to identify when this has already been done but not captured on the report.
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