Vendors [Setup menu]

Warning

Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the Vendors window to add or update records for 1099 recipients, payroll agents, or other vendors for the selected client. The program uses this information during payroll processing and when calculating year-end 1099s. In addition, the fields in the Amortization Information tab enable you to automatically retrieve principal and interest amounts for selected vendors based on amortization data exported from ToolBox CS (v.2007.1.1 or higher) or from TValue (v.5 or higher).

Choose Tasks > Vendors.

To add a new vendor: Click the Add button and then begin entering data in the fields on each of the tabs in this window. See Adding a 1099 recipient, payroll agent, or other vendor for details.
To update information for an existing vendor: Click the vendor's name in the Vendors List at the top of this window and then click the Edit button. That will allow you to access and edit the fields in this window.

To have the program properly calculate and store information required for printing Form 1099 at year end, you must do the following: (1) choose the 1099 recipient option on the General tab, (b) select a 1099 item for the vendor in 1099 distributions grid of the Distributions tab, and (c) select a 1099 item for the vendor in the Standard check grid on the Distributions tab. For a Write-Up CS client, also enter a GL account number on the same line as the 1099 item.

Payroll CS or Vendor check printing: During payroll check entry, Payroll CS automatically generates checks for a payroll agent vendor based on the tax withholding GL accounts and amounts from the payroll checks.