Either type the Account Name or Number to track for 1099 for reporting purposes, or select from the dropdown menu. 

Once the list is complete, click on the "Save" button.

Generate a 1099 Transaction Detail Report

Select a date range from the dropdown menu or click on the small calendar icons to establish the range. 

Type the name of the Agent(s) and select once the name displays, or type "All" to select all Vendors.

A number will display in the corner of the "Select Vendor" button, showing how many Vendors have been selected for the report.
Click "Generate"

The Report will generate for all the Transaction Types under the Vendor for the Account(s) configured to track for reporting. 

DATE	TRANSACTION TYPE	NUM	MEMO	1099 BOX	ACCOUNT	AMOUNT	BALANCE

Luca Maisuls (V)

04/13/2023	Bill	1157LexingtonAv_B2	1157 Lexington Avenue Agent Gross Commission	NEC	5010 SALES COMMISSION EXPENSE:Commission Expense - Residential	$152,000.00	$152,000.00
04/13/2023	Bill	1157LexingtonAv_B2	1157 Lexington Avenue Agent Gross Commission	NEC	5010 SALES COMMISSION EXPENSE:Commission Expense - Residential	$608,000.00	$760,000.00
Total for Luca Maisuls (V)	$760,000.00

Total
	
$760,000.00

How to Generate a 1099 Transaction Detail Report

Configure Accounts for 1099 Reporting

Generate a 1099 Transaction Detail Report