How to add 1099 notes in person record
- Click People menu
- Search for the person name
- Click People links submenu
- In 1099 notes, enter information about the 1099 of the person record
- Click save
1099 Notes in Reports
- Click Reports menu
- Type 1099 on the search field to narrow down the option
- Double click 1099 Person data review
- Choose Yes or No from the has 1099 notes dropdown
- Check off 1099 Person to show 1099 information (uncheck to hide)
- Click preview