Looking for a custom view under the tasks list that will show each client that can be expanded to see all vendors under the track 1099 task that you see when you are under the month end close. To be able to also have a column at the stop that shows total vendors and how many are still outstanding for w9s vs those that are collected.

Would it be possible to have a 1099 dashboard where we can see all vendors and their associated clients in one place? We often receive random emails from vendors with W-9s attached, and it's difficult to know which client they're for. It would also be really helpful to be able to see when multiple clients use the same vendor so that our requests are not duplicated.