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
Contains a list of defined global status events. To add a new event to this list, click the Add button, enter the title of the event you wish to add, and then click the Enter button.
The order of the events in this list affects the order in which they are listed in the Client Status dialog. Change the order of events in this list by using the Up and Down buttons.
Use these buttons to change the order of the events in the Events list. To move an event up or down in the list, highlight the event and click either the Up or Down button.
The order of the events in this list affects the order in which they are listed in the Client Status dialog.
Displays the descriptive title for the event.
Mark this checkbox to base an event on the check date specified in the Payroll Period Details dialog instead of the period end date.
Note: When this checkbox is marked, the event will not be included in the tickler tab for clients that are not currently set up to use detailed payroll periods.
Mark this checkbox to base an event on the federal semi-weekly deposit schedule from the period end date.
Note: To base the federal semi-weekly deposit schedule from the check date, mark both this checkbox and the Use check date as due date checkbox.
To base a recurring event on a specified day of the month on a particular schedule, mark the checkbox to activate these fields. For example, if an event should occur every six months on the 15th of the month starting in January, you would mark the checkbox and enter 6, 15, and January, respectively.
This is based on the system date for ticklers.
Note: For "due every [n] month" events, the Logged events list in the Log Event tab of the Client Status dialog displays events logged for the current system month and events logged one month before and one month after the system month (regardless of the period in which the event was logged).
Status events are automatically scheduled for all clients. If you do not want this event scheduled for all clients, mark this checkbox. You can then schedule the event for select clients using the Schedule Event tab of the Client Status dialog.
If you a licensed user of Practice CS or Practice Solution, you can forward a client's invoice information to that program. Highlight a status event in the Events list and mark the With log of this event, forward invoice to CS Practice Products checkbox. The invoice will be forwarded to Practice CS or Practice Solution when the highlighted event is logged for a client.
To offset the due date of the event, enter the number of days by which it should be offset. The maximum number of offset days is 365.
To have the program include only banking days in the number of offset days, mark the Count banking days only checkbox.
To specify that the due date be offset before or after the period end date or check date, choose the appropriate option.
Click the Add button to change from Browse mode to Add mode in the Status Events dialog. In Add mode, you can add a new status event to the list.
Click the Edit button to modify the currently highlighted status event in the list.
Click the Delete button to delete the currently highlighted status event.
Note: Deleting an event will remove any record of it from all clients.
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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