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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

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.

Fields & buttons

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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