Tracking W-9s in Accounts Payable
Description
Cause
Resolution

In Setup, Vendors, click on the Insurance/Compliance tab.

Click on the Misc. Compliance Items button.

Hit the Drop down on the Misc Compl Type. Select W-9. This will create a record of requirement for the document and based on AP settings, Compliance settings, misc compliance settings, will warn at invoice entry, selection for payment or block payment.

 

Defect ID
Steps to duplicate
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