Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
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
To include the current client in status events, mark this checkbox.
Note: This checkbox is marked by default for all new clients.
Use the Schedule Event grid to schedule individual events, override global values for particular events, and to enter new, client-specific values.
For example, if an event is set up in the Status Events dialog with a default due date offset value, you can override that value with one you want to use for the currently open client.
To make the override options available, mark the Override checkbox(es) for the events you want to modify.
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
CREATIVE SOLUTIONS ACCOUNTING
