Create a custom list view to review 1099 vendor or employee information

Create a custom list view to review 1099 setup across multiple vendors or employees. Use the view to identify records that need closer review before running the 1099 report or preparing forms.

Reviewing the assigned vendor or employee type alongside the 1099 form and box can also help you understand which setup may be affecting the vendor or employee.

Create a custom view for the Vendors list

  1. Go to Accounts Payable > All > Vendors.

  2. On the list, select Manage view > Create new view.
  3. Include the following columns as needed:
    • Vendor name
    • Vendor ID
    • Vendor type ID
    • Form 1099 type
    • Form 1099 box
    • 1099 name
    • 1099 contact
  4. Optionally, select Deploy so the view appears for other users.

  5. Optionally, sort the results by Form 1099 type or Form 1099 box.

  6. Enter a name and description for the view.

  7. Optionally, select Deploy to make the view available to other users.

  8. Select Save.

  9. From the Vendorslist, select your new view.

Create a custom view for the Employees list

  1. Go to Expenses > All > Employees.

  2. On the list, select Manage view > Create new view.
  3. Include the following columns as needed:
    • Employee name
    • Employee ID
    • Employee type ID
    • Form 1099 type
    • Form 1099 box
    • 1099 name
    • 1099 contact
  4. Optionally, select Deploy so the view appears for other users.

  5. Optionally, sort the results by Form 1099 type or Form 1099 box.

  6. Enter a name and description for the view.

  7. Optionally, select Deploy to make the view available to other users.

  8. Select Save.

  9. From the Employees list, select your new view.

Common list views

  • For Columns, select Form 1099 Type.
  • For Operator, select not equal to.
  • For Value, select the form type.
  • For Columns, select Form 1099 type.
  • For Operator, select not equal to.
  • For Value, select null.