Print Audit Listing of Changes

Menu Path:  Fund Accounting > Periodic Routines > Periodic Processing > 1099 Processing > Print Audit Listing of Changes

Use this option to print a list of changes made to your 1099 work files. The 1099 Audit report includes the change type, form and field changed, operator ID, change date and time, vendor number, and the original and new values. The records are sorted by tax year, date of change, and vendor number.

Generate the Audit List

1. Choose the Print Audit Listing of Changes page.
2. Enter selection criteria in the following fields:
   • Tax Year Determines the four-digit tax year. Leave the field blank to reference records for all years
   • Vendor Number Identifies the vendors whose records were changed. You can use the pipe symbol to select individual vendors, for example, 1460|1980|2310. Leave the field blank to include all vendors.
   • Alternate Vendor References the alternate vendors who received payments for transactions. Unless you are searching for 1099 records for specific alternate vendors, you should leave this field blank.
   • 1099 Form Specifies the 1099 Type to include:
     • M - 1099-Misc
     • G - 1099-G
     • I - 1099-Int
     • N - 1099-NEC
     • Select the blank to include all 1099 Types.
   • Date Changed Indicates the date or dates when the changes occurred. You can use the colon symbol to enter a range of dates. For example, 10012019:12312019 specifies all changes made from October through the end of December.
   • Type of Change Identifies the type of change made. Select a code from the drop-down list:
     • A - Addition
     • C - Change
     • D - Deletion
     • Select the blank to include all change types.
   • Operator Specifies the user who made the changes. Enter the user's login ID. To select multiple users, insert the pipe symbol between ID's, for example, jonesmar|smithwil|youngdav.
3. Click OK. Specify how to generate the report
4. Click OK. The report's default file name is 1099audt.rpt.