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Microsoft Dynamics GP – 1099 Tips

13 Dec

Microsoft Dynamics GP – 1099 Tips

by SMB Suite
in Dynamics GP Long Term Strategy, GP Year End, Support
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If you work with vendors who require 1099s at the end of the year, we have outlined some simple steps to easily get that information out of Microsoft Dynamics GP (Great Plains).

 

A screenshot of Microsoft Dynamics Great Plains GP from SMB Suite

 

 

  • Print – prints an Edit List for the Form Type and Year indicated for review
  • Print Forms – Prints 1099 Forms for the Form Type and Year indicated

 

 

Edit List

 

If you find a Vendor that is on the list and should not be (or vice versa), you must first reset the transactions for the Vendor from either

  • Purchasing, Transactions, Edit 1099 Transaction Information
  • OR Purchasing, Utilities, Update 1099 Information

(See “GP Year End – 1099 Updating Information”)

 

 

NOTE: DO NOT simply change the 1099 Type on the Vendor Card under Options.

 

If you reset to Not a 1099 Vendor and don’t adjust the transactions…

 

 

 

 

The Vendor still shows on the list, will print a form and will be included in the totals

 

 

 

 

1099 Form Alignment

 

If ALL fields on the report need to be moved in the same direction (up/down/left/right), you can test the following:

  1. Print the 1099 forms to the screen.
  2. In the Screen Output window, click Print.
  3. In Print Dialog box, adjust the horizontal and vertical alignments in the ‘Alignment (Inches)’ section according to the following scenarios:
  • If the form prints too high, enter a positive vertical adjustment (.25 equals one line).
  • If the form prints too low, enter a negative vertical adjustment (-.25 equals one line).
  • If the form prints too far to the right, enter a negative horizontal adjustment.
  • If the form prints too far to the left, enter a positive horizontal adjustment.

 

If you need additional assistance, then get in touch with our support team!

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Steve’s been with SMB Suite since 1998 and has been involved with nearly every aspects of the Company’s business as a strategist, professional services executive, cloud solutions architect, and senior consultant. In his current role, Steve is responsible for SMB Suite’s revenue and oversees the execution of ERP, CRM and BI projects for customers across a broad range of industries. Steve combines his expertise in MS Dynamics GP, CRM and other Microsoft products with a strong foundation in accounting and business to identify gaps and streamline customers’ processes. Prior to co-founding SMB Suite, Steve was previously Corporate Controller for MEHLE Behr and, prior to that, Audit Senior for Ernst & Young. Steve holds a Bachelor of Business Administration degree from the University of Texas at Arlington.

Jeremy is responsible for SMB Suite’s technology vision, strategy and implementation and is the architect of the Company’s Dynamics Cloud Platform. Highly adept in every facet of managed services, ERP systems and e-commerce platforms, Jeremy’s expertise spans the implementation and support of business and financial software solutions, as well as the customization and integration of SMB Suite’s cloud ERP technology stack. He holds numerous Microsoft and industry-related certifications, and was primarily responsible for designing the Company’s progressive business services platform in the early days of the Cloud. Prior to SMB Suite, Jeremy served as the financial analyst, systems administrator, and information systems liaison for a $2 billion financial services corporation.

Monty is responsible for SMB Suite’s day-to-day operation and, most importantly, its customers. As a leader, motivator and mentor, Monty creates loyal high performance teams willing to “walk through walls” to accomplish their goals. Prior to SMB Suite, Monty served as President of The Bradshaw Group (TBG), a global distributor, manufacturer, and repair facility for digital printers. In this role, he was the Company’s ambassador to its most important domestic, European and Latin American customers and TBG achieved a best-in-class Net Promoter Score of 74 for its superb customer satisfaction. Prior to TBG, Monty served as the General Manager of Sam’s Clubs three highest grossing U.S. stores and was named Regional Operator of the Year in 1999. Monty holds a BBA in Marketing from Texas Tech University and is an active member of Business Navigators. He has been active in Vistage International, Executives in Action, the Dallas/Fort Worth Retail Executives Association, as well as, A.P.I.C.S., the leading professional association for supply chain and operations management. Monty also volunteers with Hunger Busters and ManeGait, a therapeutic horsemanship organization.

David is a proven financial and information technology professional with expertise in providing business accounting software and computing solutions. He began his career by starting and managing a successful independent consulting practice for several years. He then launched the local systems consulting unit of Ernst & Young’s Entrepreneurial Services Group, leading the office into the hi-tech consulting arena. After successfully developing the unit for Ernst & Young, David founded NextCorp (which became SMB Suite in 2013) to serve the business software needs of clients throughout the US. David has made SMB Suite one of the best cloud ERP providers in the industry. In addition to being a successful entrepreneur and leader, he is a software and technology specialist, holding certifications in various Microsoft and other technologies.