Hi there,
Does anyone know how to add W-9s as a compliance condition?
The goal is to add this step as a compliance check before releasing payments with the ultimate goal of saving time chasing W-9s come year end.
No W-9 on file? No payment.
Thanks,
Salls
In AP - Setup - Vendors - Insurance /Compliance Tab you can add W-9 as a compliance item. Click the Help Button on this screen to learn more.
It also requires in AP - AP Settings - Compliance Settings - Compliance Warning Settings - Miscellanous Tab that you choose an option of how to control it.
