<< Click to Display Table of Contents >> How to Print |
![]() ![]() ![]() |
1. Select Report Dashboard from the TruBridge EHR Application Drawer.
2. Select 1099 Withholdings Report.
3. Select printing parameters:
•Facility: Select the desired Facility. (Only Facilities selected for access under that User Based Login will be available for selection.)
•Invoice Date Range: Enter the desired date range or select from one of the following date range options:
▪Manual Selection
▪Previous Day
▪Previous Week
▪Previous Month
▪Previous Quarter
▪Previous Calendar Year
▪Previous Fiscal Year
▪Last 7 Days
▪Last 30 Days
▪Last 90 Days
•State Code: A State Code may be entered to only display withholding information for certain states.
•Vendor Number: A Vendor Number may be entered to only display withholding information for a certain vendor.
•Sections to Exclude: One of the following may be selected to exclude from the report:
▪Exclude State Code Summary
▪Exclude Vendor Summary
•Level of Detail: Use the drop-down box to select one of the following options:
▪Detail
▪Summary
▪Report Summary Only
•Include Cover Sheet: Select this option to include a Cover Sheet with the report.
•Output Format: Use the drop-down box to select one of the following report Format options:
▪XML
▪CSV
▪HTML
▪MAPLIST
▪TXT
4. Select Run Report to display the report in the selected output format.