Status Events [Setup menu, System Configuration]

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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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.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 Status Events dialog enables you to define global status events to track the progress of your clients during processing. Once status events have been set up globally, the event will apply to all clients with the Schedule Events checkbox marked on the Schedule Events tab of the Utilities > Client Status dialog, starting from the current period for each client.

Note: The Schedule events checkbox is marked by default when you add a new client.

Choose Setup > System Configuration > Status Events.

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Related topics

Client Status dialog

Defining global status events

Scheduling client status events

Setting up ticklers for scheduled status events

Logging client status events

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