After following your instructions, I found that there isn't a way to drill down one more level to find the vendors that are categorized as eligible for 1099. We categorize each of the Vendors / Suppliers that are eligible for 1099s as 1099-Misc in the Contact Category and enter their Tax ID number i...

Is there a preset Role in Enterprise Pro for someone that will only need access to reports and data used for Marketing purposes? If not, is there an area within setup where we can create that role? Revised: This Role will not be used by an external source as described in External CRM Setting / Setup...

Thanks for the head's up. I knew there had to be an easy fix to it. I just didn't think about the option you suggested. It worked like a charm. Thanks bunches.

While in Manager Enterprise Pro, I was in Taxes & Payroll and wanted to pay a payroll liability. However, I chose the wrong banking account to pay the liability from. Is there a way to change the account from Operating Account to Payroll Account without having to make a GL entry? I'm thinking there ...