• Request a service pack (Cloud clients already have all the changes).
• Versions 7.09 – 7.18
  • All changes except form and export finalization have been shipped.  
  • There will be another service pack needed in December.
• If version 6.02 – 6.07 – No changes were programmed.  
  • Contact your Account Manager to request upgrade prior to end of 2020 if possible.

• Manual changes required in Springbrook.
  • AP Vendor – Change default 1099 type.
  • Should be completed as soon as possible.
• AP History – Change 1099 information.
  • Can be done anytime before sending 1099’s in January.

• Determine what forms you need.
• Order Forms from approved vendor – Assure line-up is correct.
  • Solv - 800.388.3650 https://www.thesolvgroup.com/
  • Notable - 800.724.2870  www.notablecorp.com  
• Please do not order forms from any other vendor.  Springbrook tests these two vendor forms for line-up.

• Set up a batch (may need to delete one).
• Settings should be .01 in the limit to view all vendors with history.
• In the Invoices step you can click on the Vendor number to open the vendor and change the vendor default 1099 information.

Versions 7.17 and below

Version 7.18.0 and Cloud

• Provides a list of all vendors that have 1099’s but does not include the 1099 type.
• This report is also useful to evaluate 1099 vendor activity for the year.

1099 Process > Invoices

• View and change 1099 invoice and vendor information from the 1099 batch process.  This can be completed at any time during the year, it doesn’t have to wait until the 1099s are being created.
  • Remember you must click to open the vendor to make the change. No changes can be made to the vendor from this window.
  • You can sort by the Send 1099 column to get all the vendors together.

• As soon as you save changes the AP History will be modified.
• This process can be completed any time before 1099s are generated in January 2022.
• Invoices can be modified after the 1099s have been generated.  This will change the history but the generate step will need to be done again so any manual information modified will be lost.

• Order Forms  Springbrook tests line-up on these vendor forms
  • Solv  800.388.3650 https://www.thesolvgroup.com/
  • Notable - 800.724.2870 www.notablecorp.com