Hi All

With a week's worth of experience using AP 8.1B to print 1099s, here is my initial reaction.

The new 1099 function is implemented well in general.

During conversion, Adagio looks at the system date to determine what year the existing YTD 1099 Payments bucket belongs to. When I did some upgrades on the first workday in Jan, it mistakenly thought the figures were 2010 figures instead of 2009 figures. I wish it had asked!! I now change the system date before upgrading to make sure I get the figures in the right year, but it is awkward to have to do that.

During conversion, Adagio decides to assign all existing vendors to the OTHER category of 1099. I wish it would ask. I would rather they default to NONEMPLOYEE. I'm not sure what OTHER is.

When adding 1099 Form Types, you should be able to assign a spec to each type, for use when printing 1099s. Depending on the form type, the figure goes in a different box on the 1099, so the reason for this is obvious.

It would be nice if, when setting the 1099 flag on for an existing vendor, Adagio would offer to recalculate the figure in the current year box based on checks issued during the period. This would solve the common problem where a clerk doesn't set the flag initially and then after issuing checks to that vendor makes the correction to the flag.

When printing the Vendor Transactions report, there should be an option to restrict the report to vendors flagged to receive 1099s. This report is ideal as a supporting document for 1099s and it would be nice if it could be used as such.

Reactions?

Hi Steve,

Thanks for the feedback.

You'll find you can edit the 1099 year date in the company profile after the conversion, up until you run the clear 1099 figures. At this point the field is locked and bumped for the next year.

None of the 1099 types have any particluar "meaning". They are just used to separate vendors. Assigning a spec to a types is a good suggestion. Same for the vendor transaction report, although an Excel spreadsheet built with Gridview would fit the bill too.

Thanks.