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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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Use this procedure to schedule status events for payroll clients. CSA will remind you of a scheduled event if that event meets the criteria designated in the Tickler Parameters dialog (choose Utilities > Client Status, click the Today's Ticklers tab, and then click the Reset Tickler Parameters button).

1. With the selected client open, choose Utilities > Client Status.
2. In the Client Status dialog, click the Schedule Event tab.
3. On the Schedule Event tab, mark the Schedule events checkbox. When this checkbox is marked, you can choose which event to schedule for the current client by marking its checkbox. You can use the fields in the Schedule Event grid to override global values assigned to events.
4. Click the Done button to close the Client Status dialog.

Related topics

Defining global status events

Setting up ticklers for scheduled status events

Logging client status events

Client Status dialog

Status Events dialog

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