Find Paid 1099 Vendors with No Tax ID via Vendor Listing
article covers how to generate the following data: All Vendors that
were paid in 'Year' that DO NOT have Tax information on file.
Export the Vendor Listing to Excel.
This next step requires a working knowledge of sorting data in Excel.
Filter the "YTD Purchases" column for >600 and the "SS#" column for blanks.
that all Vendors who should be issued a 1099 have a valid SS#/Tax ID
entered in Vendor Maintenance so you can print 1099s.
This report prints a detailed listing of vendor information, displaying most of the data entered in the Vendor Maintenance module. You can print this report for one Vendor, a range of Vendors, or for all Vendors. If you print for all Vendors, it ...
This is a set-up module that must be completed prior to going “live” on the RollMaster System—thereafter, this module will be used to add new vendors and edit the system vendor database. All Vendors with a balance due at the time the RollMaster ...
Vendor History by GL Account Report
This report allows you to view Vendor activity broken down by G/L Account Number and will also give you additional data for each entry such as Posting Period, G/L Sequence, Invoice number, Check number, Checking Account, Paid Date and the Debit or ...
Vendor Sales Excel Export
This module is essentially an Excel report to allow for tracking sales by Vendor, and also works for exporting needed data to Greystar. The exported data includes a column for Invoice Paid Date. In addition to tracking of unpaid items that qualify ...
Delete Vendors with No Activity
The Delete “*” Vendors With No Activity module works in tandem with the Credit/Refund procedures in the Order Entry/Maintenance module. When a check is selected as the method of refund during credit/refund processing, the system will automatically ...