APPLICATION: PTM Vision 

PROBLEM SUMMARY:  Accounting - Payables created to highlighted Vendor rather than the marked as Paid

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision 

2. Select A-Accounting

3. Select B-Payables,

4. Select an invoice to Pay. Select P-Pay to mark as Paid

5. Ensure the highlighted line-item has a different Vendor Code

6. Select F12 to pay that with CC

7. When prompted with vendor search enter a Credit Card on the Account, select Done.

8. The payment to the Card is referencing the correct Vendor

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=payables_overview

APPLICATION: PTM Vision/Accounting

PROBLEM SUMMARY:  Update Form 1099 for 2021 year end

<<-------------------------------------*SETUP INSTRUCTIONS*------------------------------------>>

N/A

<<--------------------*HOW TO VERIFY THAT PROBLEM IS FIXED*----------------------->>

1. Access PTM Vision

2. Select A. Accounting System

3. Select I. Accounting Utilities

4. Select C. 1099 Utility

5. Select OK on the Print Utility window that asks for the amount to exceed

6. Say Yes to Omit Employee names

7. Line up on a Vendor and select F9. Tag

8. Select F7. Print

9. Select D. Print 1099K

10. Select Ok to the Print Utility window

    1. Verify the form is printed correctly

<<------------*SYSTEM FEATURES UTILIZED BY THIS MODIFICATION*-------------->>

N/A

<<----------------------------*SPECIFIC DOCUMENTATION*------------------------------------->>

http://help.pluss.co/help/PTM%20Vision%20Help/default.aspx?pageid=Welcome#pageid=printing_1099_forms