The Owner’s Settings window contains information specific to the Owner. These settings determine how the system processes transactions for the Owner. To access the Owner’s Settings window, click on the Settings tab, or press “Alt S”.
The system will display the Owner’s Settings window as follows:
Enter or edit the information on the Owner Settings window according to the following specifications:
Generate 1099?
Enter a check in the box if you want to generate a 1099 form for the owner. If you do not want to generate a 1099 form for the owner, leave the box unchecked. To enter a check in the box, click on the Generate 1099? box, press “Alt G”, or press the Space Bar when the selection box is positioned over the Generate 1099? field. An entry in this field is optional.
Taxpayer ID Type
The user has access to this field only if the generate 1099 box is checked. An entry in this field is required. To display the selection list, click on the drop-down box arrow.
Taxpayer Number
The user has access to this field only if the Generate 1099 box is checked. An entry in this field is required. Enter the Taxpayer Employer ID Number or Social Security Number.
1099 Type
The user has access to this field only if the generate 1099 Form Box is checked. An entry in this field is required. To display a selection list of the valid 1099 types, press Enter, or click on the Lookup button.
Direct Deposit?
Enter a check in the box if the owner is going to be paid by direct deposit. If the owner is going to be paid by check, leave the box unchecked. To place a check in the box, click on the Direct Deposit? box, or press the Space Bar when the selection box is positioned over the Direct Deposit? field.
Division
If your company does not use divisions, you are not allowed access to the division field. If your company uses divisions, an entry in this field is required. To display a selection list of the valid divisions defined within the system, press Enter, or click on the Lookup button.
Hold Payments
Enter a check in the box if you want to place the settlement items on hold at the time the tickets are entered in the system. If you do not want to place the settlement items on hold, leave the box unchecked. To enter a check in the box, click on the Hold Payments box, press “Alt P”, or press the Space Bar when the selection box is positioned over the Hold Payments field.
Interface Vendor Code
An entry in this field is optional and would only be used by companies interfacing to a third party accounts payable system.
Comments
Enter up to ninety-characters of miscellaneous comments or notes regarding the owner. An entry in this field is optional.
To save and exit the Owner window, press Page Down, click on the OK button, or press “Alt O”. To exit without saving the Owner window, click on the Cancel button, press “Alt C”, press Esc, or click on the “X” in the upper right corner of the screen.
To access online help, click on the Help button, press “Alt H”, or press F1.
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