Client Status > Schedule Event tab

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Schedule Event tab allows you to activate or deactivate status events for the currently active client, select which events to schedule, and enter override setups for events.

Fields & buttons

Related topics

Defining global status events

Scheduling client status events

Setting up ticklers for scheduled status events

Logging client status events

Client Status dialog

Status Events dialog

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