1099 Save Search Suitelet
We know that the January 31st deadline is coming up. So we made this free until then.
Find your Vendors FASTER.
Download this Saved Search bundle to reduce your time prepping for the 1099 Season.
Just make sure you're logged into NetSuite!
CREATE CUSTOM ENTITY FIELD “1099 CATEGORY’
Navigate to
Customization > Lists, Records, & Fields > Entity Fields > New
Setup the fields based on the highlighted boxes:
Under Display subtab, select Subtab = Financial and Display Type = Normal
Then click save.
CREATE 1099 SAVED SEARCH
Navigate to Lists > Search > Saved Searches > New > Transaction
Setup the fields based on the highlighted boxes:
These too.
Then click Save & Run
Automated Vendor Email Workflow
Sends W-9 update requests and 1099 eligibility inquiries via email to vendors, based on their 2023 1099 status.
Bulk Processing:
Efficiently handles multiple vendors simultaneously, saving valuable time and effort.
Eligibility Verification:
Duplication Prevention:
Tracks sent emails to avoid redundant communication.
Yearly Update Capability:
Adapts to changes in form requirements, ensuring up-to-date compliance.
Transform your accounts payable process with our suitelet. Say goodbye to manual 1099 tracking and embrace a seamless, automated approach today!
Passionate
We are intensely enthusiastic about providing a superior experience.
Respectful
We are polite and kind to one another, even when it gets tough.
Ownership
We are empowered to do our jobs and work towards a common goal.
Unified
We work as a team and trust each other to create a seamless experience.
A team built on experience
We’re continuing to build our network nationally, bringing together a vibrant team with best-in-class service and technical skills alike. With more than 800 employees across the US, our team is growing fast.
Better together
We know that work is important, but so is play! We respect all of our partnerships, and we make every effort to engage in fun ways that solve critical problems and leave a smile on your face at the same time.
We love our job and love helping our clients. Life is just too short to not enjoy every minute!
Find your Vendors FASTER.
Download this Saved Search bundle to reduce your time prepping for the 1099 Season.
Just make sure you're logged into NetSuite!