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!

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 :

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?