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Log Event tab
Use this tab to log user-defined status events for the open client. The events available for logging on this tab are defined on the Setup, Office Configuration, then Status tab.
To open this tab, choose Utilities then Client Status, or select the Client Status button on the toolbar.
note
This tab is available only if you have a client open and have defined global status events on Setup, Office Configuration, then Status tab.
Fields & buttons
Events list
This list contains buttons for each system-wide status event you have defined using Setup, Office& Configuration, then Status tab. Select the button (or press the corresponding number key for the first 10 events) for the status event that you want to log for the open client. Logged events appear in the Event History list on this tab.
note
This tab is unavailable until you define at least one global wide status event on Setup, Office& Configuration, then Status tab.
Event History list
This list contains the history of logged events for the open client. You can edit or remove events from the event history by using the buttons and fields below this list.
Event
This field displays the name of the event highlighted in the Event History list above.
note
You cannot rename a client status event using this field. To rename an event, select Setup then Office& Configuration, then select the Status tab. Highlight the event you want to rename, select the Edit button, and enter the desired name. This change applies to the entire office and will affect all clients.
Comment
Use this field to enter a note regarding the logged status event. Comments entered in this field will appear in the General Client Information and Client Status History reports and in the Logged Status list, which you can access from the Client Status toolbar button as shown below.
Date
This field displays the date on which the highlighted event was logged. To change the date, select the Edit button and either enter the desired date or select it using the calendar attached to this field. Then, select the Enter button.
Time
This field displays the clock time at which the highlighted event was logged. To change the time, select the Edit button, enter the desired time, then select the Enter button.
Present this dialog when closing a client checkbox
Mark this checkbox if you want UltraTax CS to open the Client Status dialog whenever you close a client.