How do I process Supplier 1099s?

Visual 1099

Screen Location: - Main Menu > Accounting > 1099 Processing

• The 1099 screen has 2 tabs.  Detail and Summary.

• The Detail screen lists all the invoices processed for the vendors and their corresponding 1099 amounts.

• The summary screen lists out the summary of the details and should match what will print on the 1099.
  • Note:  Make sure all the data is correct.  You will not be able to make changes past this step.
• From the Detail Screen, print the Summary Report.  Note: Use this report to verify your printed 1099's.

Printing the 1099's

Generating the Comma Delimited File

• Note:  If you are running FreightWare Online you will need to make sure you are mapping you Local Disk Drive.  Please see this FAQ for instructions

• Click New, Finish, and paste the following into the SQL Statement window: EXEC dbo.usp_1099Export @Year = '2020' (or the year you are processing the 1099s for)

1. Make sure the output is set to Query and Click Run.
   • You might receive a list of errors that will need to be fixed before proceeding.
   • Repeat until there are no errors returned, only Data.

• 2. Once you have actual data instead of a list of Errors
  • Close the Query Results
  • Set the Output to Text File and click Run.

• Note:  This will create a Comma Delimited ASCII file on your local hard disk.  Please note the location and name of this file.

Upload the Comma Delimited File to the 1099 Print Utility Website

• From your local desktop
• Open an Internet Browser. i.e. Internet Explorer or Google Chrome
• Navigate to the following website:  https://vp.freightware.net

• Click the Browse or Choose File button to locate the Comma Delimited File created above
  • For FreightWare Online Users this is usually in the C:\Program Files\Artronix\Downloads directory.
• Click the Upload button to load the file contents to the website

• This will generate a list of all vendors and their 1099 amounts.  Select which ones to generate 1099s for.
  • By default all vendors are selected.
  • You can sort the list by clicking on the column headers.

• Select your options: Void, Corrected.
  • You can adjust your TOP and LEFT margins as needed to get the 1099 to fit.
• Click the Create 1099s button to generate and download the PDF File
  • You should get a window prompt to Open, Save or Cancel the PDF file download.
• Open to Print now or Save to Print Later (be sure to note the location the file was saved to.)
  • Printing is sorted by Vendor Name
• NOTE:  It is most important to turn off Fit To Margin and Other Scaling options when printing from a PDF. 
• Test Print on blank paper and hold it up to your forms to verify everything lines up correctly before printing on the forms.

• Fill in and/or Verify the data.
• Click the Create 1096 button to generate and download the PDF File
  • You should get a window prompt to Open, Save or Cancel the PDF file download.
• Click Open to print now or Save to print Later (be sure to note the location the file was saved to.)
  • The Number of Forms and the Total Reported boxes on the 1096 are calculated based on the 1099's created above.

• Press Clear Data to remove all sensitive data from the website.