SBT Accounts Payable
Q – What do I need to remember before printing 1099s?
A – For SBT7 and Pro32 users, you do not have to close your AP before you run the 1099’s but you must run the 1099’s before you do any 1099 business for the new year.
The 1099’s only get zeroed out when you answer the question during printing: “Zero out 1099s” Yes.
DO NOT SAY YES UNTIL YOU GET YOUR FINAL PRINTED COPY OF 1099 ON FORM!
- Backup! Backup! Backup!!
- Print the first 1099s to plain paper and double check your amounts and the federal id numbers.
- After making corrections print to your 1099 forms (after making sure they line up correctly) and still do not zero out the amounts (in case of a paper jam)
- After all the 1099s are printed correctly and you have them in hand, you can print either to screen, to disk or to plain paper and answer the question “yes” to zero out the 1099 amounts. Do this BEFORE printing any checks for the new year
Q – Can I edit my 1099 year to date totals?
A – Yes.
In Dispatch you must belong to the ADMIN group and have Allow 1099 Edit rights assigned to that group! Go to Operations, Carriers and find the carrier that you want to change. Press the #1 on your keyboard and a box will pop up with the YTD 1099 amount calculated so far. Underneath, in the new amount box you can type in correct amount.
Call TMS Support (618) 549-5550 and have them setup your Vendor Master in Blackbox to send the 1099 amount over to update SBT. YOU MUST call Support AGAIN and have them set it back after you have Blackboxed over the 1099 amounts so that future amounts will not be overwritten!!
If you want to double check the 1099 taxable amount that came from Settlements done through the TMS side you can go to Reports, Settlement Reports, 1099 Summary. ** PLEASE NOTE: This report only tracks information from the TMS Side! If you wrote checks in SBT AP for invoices that did NOT come from Settlements, these will NOT be included on this report!!
If you are still using the older DOS version of Dispatch, you must have the “Set Test=ON set. Go to the Carrier file maintenance screen in Billing and Utilities, find the vendor and press the ALT + A key. A box will pop up and you can edit the 1099 amount.