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1099 Vendor Query: can't seem to pick up 1099 Adjustments

Roberta A. Gilbert

How do I get a Vendor query to pick up adjustments and/or credit memos which affect 1099s? My 1099 Vendors report is correct, but it doesn't match my queries, because I can't seem to find a criterium which combines the total 1099 payments with the 1099 adjustments. Would love some advice here, or should I open a BB case? Thanks!

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Kevin Brazell

@Roberta A Gilbert
The vendor queries can, there is a field for 1099 adjustments. Using effective date and using 2024 shows me only adjustments for 2024 :

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Roberta A. Gilbert

@Kevin Brazell

Thanks but I had already found those. I was trying to make a query which would combine the totals for the actual 1099 payments with the adjustments. Once I had a query showing the 1099 payments, if I added fields for the adjusted amounts, either the results would be blank, or they would only show vendors who had adjustments. How do I get everything into one query?

Kevin Brazell

@Roberta A Gilbert you won't get that from one query. IN a vendor query you can get total amount paid, but that's regardless of 1099 activity. To do that you'd have to do a payment or invoice query , set criteria to focus on 1099 distribution and status of paid. Export each out into csv, then total in excel.

Roberta A. Gilbert

@Kevin Brazell
Thanks - I actually opened a case about it last week and was told what I am trying to do can't be done without multiple queries, just as you said. Since I already ran a 1099 Activity report, which includes the Adjustment amounts in the totals, I believe that report is correct. But when I go to Communications and start the process of creating a 1099 file for 2024, it asks me for a filter. My only filter options are to list the actual vendors which belong in that file, or to filter by Query. So if I can't get the correct numbers all in one query, what do you suggest?

Nancy Daigle

I am trying to run the same as Roberta Gilbert. We will need a report that contains 1099 vendor activity plus the 1099 adjustments so that it totals the 1099 Activity Report. Why would the 1099 Activity Report not include the 1099 adjustments.

Roberta A. Gilbert

https://community.blackbaud.com/discussion/comment/309585#Comment_309585

Probably because the 1099 adjustments are not invoice-based, as the vendor activity is. (Just guessing here.) I am going to be showing a new AP Mgr here, how to run our 1099s. He's good and he has done 1099s before, but not with Blackbaud software. Getting BB reports that reconcile will be the hardest part- the Aatrix portion should be ok if the software has been updated. Fingers crossed for everyone!!