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1099 Balance Forward Feature in AppFolio

1099 Balance Forward Feature in AppFolio

OMG, my geeky meter soared sky high today. I always say that I have a “Forest through the trees” syndrome in AF. There are still some cool features that stare me right in the face but I’m oblivious to them. Today it was the 1099 Balance Forward feature.

When new property management companies onboard with AppFolio, they often have 1099 balances for vendors in other software that needs to be merged with the amount that is represented in AppFolio. This can be accomplished with the 1099 Balance Forward feature. This awesome feature can be found on the vendor page at the Federal Tax section.

If you have any questions about this or other issues that surround the 1099 filing season, reach out and we’ll be quick to see how we can help you.

Always here to serve you,

Theresa @APMHelp and Bookkeeping


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