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Vendor Setup - Check W-9 / W-9 Received Flags

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Posted on by 72camaross

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Hey everyone,

I was asked about these 2 flags on the vendor set up and I'm not going to lie, I was stumped. I went through Microsoft docs but don't see much in there about what these flags actually do in the system.

Has anyone used these? Do they make something happen within the system when processing vendor invoices/payments? Does the "Report 1099" flag need to be turned on for them to work?

Thanks for your help!

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72camaross 281 on at

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Vendor Setup - Check W-9 / W-9 Received Flags

They are static flags. I did end up finding an answer somewhere.

The W-9 Received is just a flag saying yes or no. It is not doing anything other than that. I can report on it.

The Check for W-9 is going to give a reminder to check for the W-9 when you are processing with that vendor. It's a warning (or blue label) that pops up just to inform you to check. It doesn't stop you from doing anything.

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