--- title: "Update 1099 Transactions" slug: "update-1099-transactions" description: "Update the 1099 amount, form type, and box on individual AP invoices to correct or adjust 1099 reporting in R365." updated: 2026-08-18T04:30:00Z published: 2026-08-18T04:30:00Z canonical: "docs.restaurant365.com/update-1099-transactions" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Update 1099 Transactions 1099 transactions can be updated to adjust the form and box selections for specific transactions. Transactions can be updated [individually](/doc/docs/update-1099-transactions#update-1099-transactions-individually) on transaction records or [in bulk](/doc/docs/update-1099-transactions#update-1099-transactions-in-bulk) from the [AP Transactions page](/doc/docs/ap-transactions) or the Bank Transactions page. --- ## Security Users must have the following permission to update 1099 transactions individually: - Accounts Payable → AP Invoices → Edit AP Invoices - Accounts Payable → AP Credit Memos → Edit AP Credit Memos Users must have the following permission to update 1099 transactions in bulk: - Accounts Payable → 1099s → Edit Trx Info from Grid These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Update 1099 Transactions Individually To update a 1099 transaction, follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**AP Transactions page**](/doc/docs/ap-transactions) or the **Bank Transactions page**.** AP invoices and AP credit memos can be viewed from the AP Transactions page, and bank expenses can be viewed from the Bank Transactions page. For the [AP Transactions page](/doc/docs/ap-transactions), open the **Accounting** application, expand the **Accounts Payable** category, then select **AP Transactions.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AFNODQWJ.png) For the Bank Transactions page, open the **Accounting** application, expand the **Banking** category, click **Bank Transactions.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-08I08NL2.png) ****2)** In the views dropdown, select **1099 Transactions**. *(Optional)*** The 1099 Transactions view is an R365 saved view that filters the 1**099 Form column** to ‘1099’ and reorders the columns to improve visibility of 1099 fields. Learn more [working with classic list views](/doc/docs/working-with-list-views). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YX3OSGHO.png) ****3)** Click the **transaction number** (or double click anywhere in the transaction row) to open the desired transaction.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YVY026R2.png) ****4)** Update the **1099 Amount.** *(If applicable)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IOQ5OODX.png) ****5)** Update the **1099 Form.** *(If applicable)*** The **1099 form** and **1099 box** options are determined by the selections made on the [1099 tab of the Vendor record](/doc/docs/vendor-record#1099-tab). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PYVK0WF6.png) ****6)** Update the **1099 Box**. *(If applicable)*** The **1099 form** and **1099 box** options are determined by the selections made on the [1099 tab of the Vendor record](/doc/docs/vendor-record#1099-tab). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ODNW2JQL.png) ****7)** Hover over **Save** then select **Save and Close.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2CCFX0GQ.png) --- ## Update 1099 Transactions in Bulk To update 1099 transactions in bulk, follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**AP Transactions page**](/doc/docs/ap-transactions) or the **Bank Transactions page**.** AP invoices and AP credit memos can be viewed from the AP Transactions page, and bank expenses can be viewed from the Bank Transactions page. For the [AP Transactions page](/doc/docs/ap-transactions), open the **Accounting** application, expand the **Accounts Payable** category, then select **AP Transactions.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6IW0PNVY.png) For the Bank Transactions page, open the **Accounting** application, expand the **Banking** category, click **Bank Transactions.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-08I08NL2.png) ****2)** In the views dropdown, select **1099 Transactions**. *(Optional)*** The 1099 Transactions view is an R365 saved view that filters the 1**099 Form column** to ‘1099’ and reorders the columns to improve visibility of 1099 fields. Learn more [working with classic list views](/doc/docs/working-with-list-views). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YX3OSGHO.png) ****3) Select the transactions** to be updated.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KVDSGF7Y.png) ****4)** Hover over **Edit Selected** then select **Update 1099**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OSO0VGEB.png) ****5)** Select the **1099 Form**. *(When setting the 1099 amount equal to $0.00, skip this step.)*** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7FT5X9Y4.png) ****6)** Select the **1099 Box**. *(When setting the 1099 amount equal to $0.00, skip this step.)*** The 1099 box options are dependent by the 1099 form (#5) selected. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JVQRMSJL.png) ****7)** Set what the **1099 amount should be equal to.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XBBUMR19.png) ****8)** Click **OK**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N71JGXIH.png)