Scheduling client status events

Internal Employees

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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).

Note: There must be at least one global status event set up in the Setup > System Configuration > Status Events dialog in order to schedule a client status event.

With the selected client open, choose Utilities > Client Status.
In the Client Status dialog, click the Schedule Event tab.
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.
Click the Done button to close the Client Status dialog.

Note: The Schedule events checkbox is marked by default for all new clients.

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Scheduling client status events

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