To generate a list of transactions relevant to a specific payee within a fiscal year, you'll need to go into that payee's detailed view. This report can help your administration create reports for eligible employees and vendors to fill out a 1099 form.
To generate a payee payment report,
1. Click on the gear icon to open your Settings view.
2. Scroll down the navigation menu on the left and select “Payees” under the Ledger section.
3. To the right of the payee's name, click on the arrow button to go to that payee's detail view.
4. Click "Summary Report" for recent transactions of a relevant book. Use the drop-down menu to select the fiscal year you want to generate the report for.
5. To the right of the next page, click to either "Print" from your internet browser or "Export" to a CSV file.