Logging client status events

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

  1. With the selected client open, choose Utilities > Client Status.

    Note: There must be at least one global status event set up in the Setup > System Configuration > Status dialog.

  2. In the Client Status dialog, click the Log Event tab.
  3. In the Events grid, click the button for the event you want to log for the current period. If the selected event is specified as a "due every [n] months..." event, the Select month dialog opens to allow you to specify the month to be logged.

    Note: For "due every [n] months..." events, the Logged events list displays events logged for the current system month and events logged one month before and one month after the system month.

  4. Logged events for the current period are displayed in the right pane. Use the Edit button to modify the event record or the Unlog button to unlog it. When an event is unlogged, it returns to the Today's Ticklers tab as an event due.

    Note: You can print a Logged Event report by clicking the Print button below the Events grid. You can change the sort order and choose all or a selected event and all or only the current period and client to include by clicking the Print Options button and making your selections in the Logged Event Report Options dialog.

Related topics

Defining global status events

Scheduling client status events

Setting up ticklers for scheduled status events

Client Status dialog

Status Events dialog

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