Document Storage in Vendor Records and new 1099 Forms

Included in Daxko Accounting 21.1 we have included revised tax forms and updates to Document Storage, and removal of Flash Player for printing.

Updates to tax forms include the new 1099-NEC tax form, updates to the 1099-MISC, and 1096 tax forms. Learn more about these IRS tax forms here.

We introduce the ability to attach documents to a vendor record. This exciting new addition to Document Storage will allow your association to keep a tighter record on insurance certificates, W-9’s, and any other important pieces of record for your vendors. Make your audits a breeze with storing these records within Daxko Accounting.

We certainly don’t want you to supplement your home office with file cabinets and having messy dining room tables littered with invoices and Purchase Orders! Keep all those records safe by saving them to your desktop and giving them a new home in Daxko Accounting. Storing these files has never been easier by using our drag and drop functionality.

The following areas are available in Daxko Accounting for Document Storage as of Friday, January 15, 2021. Click here to learn more about document storage and your free tier!

  • AP Invoices
  • AP Vendor Records
  • AR Invoices
  • GL Manual Journal Entries

See the Document Storage User Guide for more information.

Coming Soon! A Document Storage “hub” that will allow you to mass export, archive, delete and manage all your files!

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