Notification Details dialog

Alerts and notices
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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use the Notification Details dialog to assign the selected client event to a staff member, to change the status of the client event, and to add notes about the client event. As you modify information in this dialog, the application updates the grid in the Client Access Processing Notifications portlet.

In the Client Access Processing Notifications portlet in the Firm Dashboard, click the Ellipsis Ellipsis button button next to the client action that you want to assign or for which you want to change the status.

Fields & buttons

Select the staff member to review the event. The drop-down list includes all staff members who have access to the client for which the notification was generated.

Select the applicable status for the event — Dismissed, In review, or Not reviewed.

Use this field to enter specific notes about this event.

Related topics

Updating the Client Access Processing Notifications portlet

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