Guide to Managing Closing Entities 1099 Profiles | Scribe

    Guide to Managing Closing Entities 1099 Profiles

    • 15 steps |
    • 44 seconds
      1
      Navigate to Brokerage Engine.
      2
      Click the "Transactions" tab.
      3
      Click the "Pending" submenu.
      4
      Click the "Closing Entities" button.
      5
      The list of Closing Entities will populate.
      6
      Click the "Closing Entity 1099 Profile" button.
      7
      The Closing Entity 1099 Profile List will display.
      8
      Click the "Search Company Name" field to search by the Closing Entity name on the front end of the system.
      9
      Search the Closing Entity type by using the "Tags" dropdown menu.
      10
      Click the "Search Accounting Vendor Profile" field to search the Closing Entity by the Vendor Name in the Accounting module.
      11
      Sort the Closing Entities by whether it is being tracked for 1099 in the Accounting module.
      12
      Click on the Action button on the left to be directed to the Closing Entity profile on the front end of the system.
      13
      The Closing Entity Detail Page will populate.
      14
      Click on the Action button on the right to be directed to the Closing Entity profile on the Accounting module.
      15
      The Vendor Detail Page in the Brokerage Engine interface will populate.