ADMIN - How to Change the Available Year for the Agent Profile 1099 Report

ADMIN - How to Change the Available Year for the Agent Profile 1099 Report

How to change the available year for the 1099 report

Step 1: Getting to transaction settings

  • Log into ClientBAY
  • Click Settings>> Under FinancialBAY >> Click Transaction settings
If you are an admin and cannot see the Transactions Settings this means you do not have the appropriate permission to make this change. Please see your manager/broker for assistance. 

Step 2: Set the settings

  • One of the fields in this section is titled "1099 Available Years", this is where you can change the available years for the agents.

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