Exception Type

Select the check box for the exception type you want to report on:

• Vendor's 1099 category is reportable, but no tax ID exists
• Vendor's 1099 category is reportable, but no W9 is on file
• Vendor is set to 1099 not reportable
• Vendor 1099 reportable category does not match invoice activity for this year

Year

Select the year for which you want to run the report from the drop-down list. This option only displays if you select the check box for Vendor 1099 reportable category does not match invoice activity for this year check box.

Sort by

Select a sort option for the report: Vendor ID or Short Name. The default sort for this report is Vendor ID.

PDF Format

Select this radio button if you want the report to print in PDF format. For more information, refer to Report Printing Options.

Create Spreadsheet

Select this radio button if you want the report to print in an Excel spreadsheet. For more information, refer to Report Printing Options.

Cancel

Click to exit without saving changes.

Print

Click to print the report.

The report is sorted by Vendor ID or Short Name. For each vendor, the report includes exception code(s), vendor ID, vendor name and short name, address, phone number, vendor 1099 category code, Tax ID, business type, date of last activity for the vendor, and W9 on File (Yes/No).

The report footer shows the date and time the report was run and the user who ran the report.

The last page of the report shows the report parameters, including a list of exception codes.

1. From the eFinancials menu, select Reports—AP Reports—1099 Exception.
2. For the Exception Type, select the radio button for the exception type for which you want to run the report.
3. For the Year, select a year from the drop-down list, if applicable. This field only appears if you select Vendor 1099 reportable category does not match invoice activity for this year.
4. From the Sort by drop-down list, select the sort order for the report: Vendor ID or Short Name.
5. Select one of the following report printing options:
• PDF Format: Print the report in PDF format to be viewed in a PDF viewer, such as Acrobat.
• Create Spreadsheet: Prints the report in an Excel spreadsheet.
6. Click Print. If you selected Create Spreadsheet, you are prompted to open or save the report Excel file. Otherwise, the report opens in PDF format.

 

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