anybody using the Yearli bundle/saved search to pull 1099 details for import? I'm looking at the search and it seems to have criteria holes but I'm not 100% sure I want to change a search built for CSV extract/import into another system....anyone run into this?

you're right about those criteria holes! it's better to build your own saved search from scratch.

ugh. I mean, the search is well designed generally and the formatting being set to drop right into their system is a big plus but little things like using the vendor join to pull the address instead of the the billing address from the transaction itself causes duplicated results if the vendor has multiple addresses. That's not a 'basic' thing, but if you're building a saved search with 15 case when statements I'd expect you to think of stuff like that....anyway, thanks for confirming I'm not nuts.