Tools for Reviewing and Updating 1099 information

Tools for Reviewing and Updating 1099 information

The 1099 batch review screen has many powerful features that make it easier for darwin Cloud users to find and update 1099 information for every 1099 recipient.  

To be able to access these tools and features, darwin Cloud users need to navigate to the 1099 screen.

  1. Go to Ledger menu
  2. Go to 1099 submenu
  3. Click open
  4. Select the company on the dropdown menu
  5. Select the year
  6. Select the 1099 batch
  1. darwin Cloud users can sort and filter the data that is showing in the 1099 batch reconciliation screen
  1. Click any column header to sort the data
    • arrow up means ascending, arrow down means descending
  2. Use the Filter text field at the top of each column to filter the data
  1. The hyperlinks in the 1099 batch reconciliation screen will take the users to the source data so that they can update either the Person or AP Voucher data to fix any issues, or fill in any missing information
  1. Click in the first name or last name company name hyperlink to go to the person record
  1. The amount column is also a hyperlink that will show the users more information about the transactions that make up the 1099 total for each recipient
  1. Click the amount on any record to show the 1099 detail

Once the detail screen opens:

  1. Click the property address hyperlink to go to the related property record
  2. Click the voucher id to view the related voucher

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