1099 Voucher Update Utility
Overview of AP06
The 1099 Voucher Update Utility is used when corrections to the 1099 boxes on vouchers have been made, and your organization needs to update the 1099 tab of Vendor Entryfor 1099 reporting purposes. This utility runs based on the vendor ID, and applies the 1099 type and box number to all vouchers and credit memos for that vendor in the specified tax year.
- From the DDI Connect main menu, double-click Accounts Payable
- Double-click 1099 Voucher Update Utility. You will see this screen:
The following fields are available on this screen:
| Field | Description |
|---|---|
| Vendor ID | Type the vendor ID that you wish to update or click the list icon to select from a list of vendors within the system |
| Tax year | Click the drop down arrow to select the tax year for which you are performing the update |
| 1099 type | This field indicates what 1099 type should be applied to all vouchers/credit memos for the vendor. You can type the 1099 code or click the list icon to select from a list of 1099 types in the system |
| 1099 box | Once you have selected the 1099 type, you can specify the box that should be applied to all the vendor's vouchers/credit memos. Type the box number or click the list icon to select from a list of box numbers associated with that 1099 type |
| Vouchers updated | Once the process has begun, this screen will display the vouchers/credit memos being updated |
Once you have entered all of the information, click Update Vouchers on the toolbar. You will see this screen:
If you are sure you wish to proceed, click Yes. You will then see this message:
Again, if you are sure you wish to proceed, click Yes. The Vouchers Updated will now display information:
When the process completes, you will see the Update Complete line at the bottom of the Vouchers updated screen. The 1099 information for the selected vendor/tax year will now have been updated.
