When setting up a new vendor providing services (or acting as an attorney), if we do not have a W-9 on file, apply a hold code to mark them as out of compliance. This will allow us to enter invoices, but they will remain on hold until the W-9 is received. Once the W-9 is provided, update the 1099 information and remove the hold code to release the invoices for payment.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article