Preparing vendor 1099s often comes down to one question: do the totals on the form match the payments your team actually made during the year. If you cannot reconcile that quickly, year-end close drags on and you risk sending incorrect amounts to vendors.

In Cetec ERP, you can filter vendors marked for 1099 reporting, print a vendor’s 1099 totals for a specific year, and then validate those totals against the A/P payment history for the same period.

Filter Vendors Marked for 1099

Go to Purchasing, then Vendors, then Vendor List. Use the 1099 field to filter to vendors marked YES. If you are looking for a specific vendor, enter the vendor name first, then submit the filter so you are working from the same list your team uses at year end.

Print a Vendor 1099 for a Year

From the filtered vendor list, open the vendor record by clicking the vendor name. In the left-side menu, select Print 1099. Choose the year you want to review and submit to generate the vendor’s 1099 summary for that fiscal year.

The 1099 summary reflects payments actually made during the selected fiscal year. Unpaid vouchers should not change the totals on this report.

Reconcile 1099 Totals Against A/P Payments

To confirm the 1099 totals, go to Accounting, then A/P, then Payment List. Filter the payment list for the same vendor and date range that matches the fiscal year you selected on the 1099 printout.

Export Payments to Spreadsheet for Summing

After you submit the payment list filters, set the Show field to All (for export), then export to Excel. In the spreadsheet, sum the payment amounts. The total should match the vendor total on the 1099 report for the same year.

Key Takeaways

• Filter Vendor List to 1099 = YES to focus only on reportable vendors.
• Use Print 1099 on the vendor record to generate totals for a specific fiscal year.
• Reconcile the 1099 totals against Accounting > A/P > Payment List for the same vendor and year.
• Export the payment list to Excel and sum payments to confirm the totals match.

Conclusion

1099 review is much easier when you can tie the form totals back to what your team paid during the year. By printing the vendor 1099 and reconciling it to the A/P payment export, you can confirm accuracy before forms go out and close out the period with fewer surprises.