Please review 1099 Withholding Matches and update Suppliers by Fri, 01/05/18

posted Dec 18, 2017, 1:48 PM by Barbara Thiss
With 1099 processing fast approaching, it is extremely important that you run the M_AP_WITHHOLDING_MISMATCH_UNIT query. This lists Suppliers who are not coded correctly or have a voucher that was not coded correctly. If these items are not corrected, these Supplier will not get a 1099. There are currently 34 districts that have withholding mismatches. Remember the overnight processes must run before you will see the Supplier updates. To view the total amount per Supplier being reported in the current calendar year, use the M_AP_1099_WTHD_ADJ query. Create a pivot table to total the Supplier payments.

Your changes must be completed by Friday, January 5, 2018 so CRC can review on Monday, January 8.

If you need further assistance, please have your district contact put in a HEAT Self-Service ticket.