Client Status [Utilities menu]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Client Status dialog enables you to schedule and log status events for the currently active client and to set up and modify global tickler settings to remind Payroll CS or Payroll Compliance module clients of status events due via the Today's Ticklers tab.

Choose Utilities > Client Status.

Notes

  • At least one event must be set up in the Setup > System Configuration > Status Events dialog to activate the Client Status menu item.
  • The Log Event tab and Schedule Event tab are available only when a client is currently open in CSA.

Tabbed pages in this dialog

Related topics

Defining global status events

Scheduling client status events

Setting up ticklers for scheduled status events

Logging client status events

Status Events dialog

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