How do I adjust 1099 balances? (2023.11)
Make changes to 1099 balances for a vendor. Entering an adjustment allows you to set or clear the 1099 type and 1099 amount on specific invoices. The view will display 1099 type vendors and non-1099 vendor types.
This view was updated to a new look and feel in the 2023.11 release. In the earlier version, when you were completing the year-end checklist, you had to change the vendor type and then adjust 1099 balances. In the updated version, you can adjust 1099 balances for a vendor even when the vendor type is not set to a 1099 type vendor.
Change the 1099 type assigned to a vendor to a new 1099 type. Or change a non-1099 vendor to a 1099 vendor.
Do this...
1. Open Connect Accounts Payable > Vendors > Adjust 1099 Balances.
2. Select the tax year and vendor number.
3. Use the 1099 Type menu to select a new 1099 type.
Tip: To launch the employee record, use the menu button at the end of the Vendor box to select Modify. Clicking Modify will open the selected vendor record in Modify Existing Employees.
1099 Type column
4. Click GO (CTRL+G).
1. Open Connect Accounts Payable > Vendors > Adjust 1099 Balances.
2. Select the tax year and vendor number.
3.In the 1099 Amount column, click on the amount and then enter a new amount.
1099 Amount column
4. Click GO (CTRL+G).
202311, 2023Sep22
Copyright © 2025 Caselle, Incorporated. All rights reserved.
Related Articles
5d. Verify new leave balances
Compare the employee’s adjusted leave balance against the employee’s leave balance before the adjustment. Remember! The Leave Report shows the leave hours as a negative number in the column titled Hours Accrued. Webinar: Step 5A-D. Leave rates, ...5c. Run adjust carryover hours
You can adjust employee leave hours at year end to match the carryover limit on the leave rate. Running this routine will reduce the carryover hours based on the leave rate limits. This is a three-step process. First, back up the Payroll database ...Webinar: Accounts Payable Year End - Adjust 1099 balances and fix vendor information (5m01s)
Compare balances on the 1099 Reconciliation Report - All 1099 Vendors to the balances on the 1099 Reconciliation Report - All 1099 Invoices. Both reports should have the same total. If the reports do not balance, look for a check or invoice that ...Webinar: Accounts Payable Year End - Adjust 1099 balances and fix vendor information (5m01s)
Compare balances on the 1099 Reconciliation Report - All 1099 Vendors to the balances on the 1099 Reconciliation Report - All 1099 Invoices. Both reports should have the same total. If the reports do not balance, look for a check or invoice that ...How do I adjust leave carryover hours?
This routine will adjust employee leave hours if the employee's anniversary date, calendar year-end date, or fiscal year-end date occurs in the current pay period. Leave hours includes sick pay and vacation pay for employees that are eligible for ...