Friday Feature – 1099 Print Account Options

Happy New Year! Happy 1099 Processing! Yes, it is that time again and there is always room for a favorite 1099 feature. This year, we are going to take a look at the fantastic Print Account Option, which allows you to print the Vendor ID or your customer account number on the 1099.
This can be a great time-saver when answering questions about 1099s!

In case you forgot since the last time you did 1099s, some of the setup is in the Organization record, in the AP 1099 section on the right of the form.

As you can see, there are some requirements and some optional flags. The Print Account Option is the last field in this section. It allows you to leave the Account Number section on the 1099 (see below) blank or fill it with information that is important to you and the vendor, like your customer account number or their vendor ID.

Let’s select customer account number and see how that plays out.

If you select an option in the Organization record, when Escape Online processes the 1099s, it is going to look to the Vendor record (under the Purchasing activity group in Finance) to see what information you want to print on the 1099.

These are your two options: Vendor ID and Customer Account number. As you can see here, both are filled out for this 1099 vendor.

Now, when you process the 1099, the customer account number (because that is what we selected) prints automatically on the 1099.

Fantastic!