I created a “Custom Fields / Checkbox” for Suppliers and called it “1099 Supplier”. I checked this box for my suppliers that require 1099 tax form. Then in custom reports I want to create a report of transactions for only these suppliers. In Custom Reports, under Where, I selected “Supplier”, then “Custom Fields” but my “1099 Supplier” doesn’t show up. I tried “Custom Fields2” with the same results. I can’t figure out how to filter it by value in a custom field.
New custom fields (Custom fields 2) are not yet exposed to Reports. Only classic custom fields (Custom fields) can be used in reports which are obsolete, and I don’t recommend using those. So, my suggestion is using an identification code (like 1099 or something) either in Supplier code or address, that would solve the issue.
You might have better luck forgetting about custom reports. I presume you are trying to prepare Forms 1099 to send to your suppliers, since it is tax time. Consider simply searching the Payments tab (if you are using cash basis accounting) or Accounts payble (if you are using accrual accounting and recording subcontractor invoices with purchase invoices) for a text-type custom field with content “1099.” Then sort the result by your suppliers’ names. Copy the Search results and paste into a spreadsheet. Much simpler. And future-proof, depending on what the developer does with custom reports and custom fields in the future. The relatively new Advanced Search feature is very powerful and effectively eliminates the need for many custom reports.