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Risk & Fraud
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Client status events log
The following status events are automatically logged by Fixed Assets CS during processing.
General client events
- Added new client.
- Backed up client.
- Bypass access warning.
- Changed calculation period.
- Client checked in.
- Client checked out.
- Client check-out was cancelled.
- Client closed in UltraTax CS.
- Client created viaSave As.
- Client files deleted by going toHelp, thenRepair.
- Client opened in UltraTax CS.
- Client status information edited.
- Closed client.
- Closed period.
- Deleted overrides.
- Entity changed.
- Merged client data.
- Moved period.
- Opened client.
- Period closed during UltraTax CS proforma.
- Renamed client.
- Restored client.
- Version.
Printing events
- Individual asset reports printed.
- Individual asset reports printed to FileCabinet CS.
- Reports printed.
- Reports printed to FileCabinet CS.
Import/export events
- Asset data exported.
- Data imported.
- E-mailed client data.
- Sent client to file.
Inventory events
- Inventory added.
- Inventory discontinued.
- Inventory finalized.
- Inventory suspended.
Asset events
- Added activity.
- Added situs.
- Assets reassigned.
- Assets renumbered in order shown.
- Association added.
- Changed calculation option usingSetup, thenOptions.
- Mass disposed of assets.
- Mass transfer of assets.
- Method/Life wizard changed.
- Treatment built.
note
- Go toSetup,System Configuration, then theStatustab to create user-defined status events.
- Use the Client Status History report to view events logged by Fixed Assets CS for a client.
- Use theClient Statuswindow to log user-defined status events for Fixed Assets CS clients.