Having trouble generating a 1099 for one of your vendors, or seeing incorrect amounts listed on the 1099 report? Below are a couple of suggestions as to what could be causing these issues.

Why is a vendor not showing up on my 1099 form?

It is possible that the eligible expenses did not meet the amount threshold for the 1099 category and have been filtered from the report. To check if this is the case do the following:
 

1. Go to the Form 1099 report
2. Select the Report Layout dropdown
3. Uncheck the box for "Amounts Over IRS Threshold" to see all tagged expenses for all vendors.
4. Click Apply

If you are still missing a vendor on your 1099 report, it is possible you did not yet add them to the 1099 Vendor list.

1. Click on the People tab -> Lists
2. Within the Lists section, click the “1099 Vendor” list.
   
    
3. The following page will show a list of any contacts that have already been added to this list.
4. If you do not see your 1099 vendor on the list, click the green plus (+) button to add a contact.
5. Enter the contact’s name
6. click “Save & Close” if that is the only contact you need to add, or click “Save & Add” if you have more contacts to add to the list
   

The incorrect amount is showing

If the incorrect amount is appearing for one of your 1099 vendors, the most likely problem is that expense accounts are incorrectly mapped out in the 1099 tag setting. To fix this by doing the following:

1. Go to the Fund Accounting -> Accounts -> 1099s.
   
   
    
2. At the top of the screen, click on “Manage 1099 Tags."
   
    
3. From here, map out each of your expense accounts to a specific 1099 tag. 
   • Once mapped, every time you use this account to record a transaction to a payee that is on your 1099 Vendor list, the transaction will be added to their 1099 report.
     
      
4. Cross-reference this page with the “Expense by Payee” report for your organization to verify whether the accounts properly match the 1099 tags.

My form is not aligned when printing

Although there is not an option to adjust the margins for the 1099's; we have tested to ensure that these are formatted to align with the official 1099 forms. A few things we would recommend checking if you are experiencing an issue with print alignment:

• Make sure you're opening and printing the PDF file in a PDF reading/viewing program (e.g., Preview, Adobe Reader, etc.) and NOT in the browser. 
• Make sure that you do not have any scaling or zoom options applied when printing (e.g. Fit to Page or Scale to Fit).
• Print one page of the PDF on regular paper and hold up against the form to check alignment before printing on the actual form (to help save your forms!)