Request Vendor Emails in the 1099 and W-9 Prep Report

This week, we released new functionality as part of the Month End Close reports!

Now, you can request for vendor emails from your clients directly within the report:

Once requested, clients can then provide either the vendor's email address or the W-9, depending on whatever they have handy:

This streamlines your collection of vendor information by allowing for clients to provide either the email or W-9 all in one location.