Update the Client Access Processing Notifications portlet
To view actions completed by client staff in Accounting CS Client Access, select
View
, then Firm Dashboard
and use the Client Access Processing Notifications
portlet. This portlet shows notifications for events like:
- Changing the posting period
- Entering batch payroll checks
- Adding notes to transactions
- Finalizing bank account reconciliations
Follow these steps to assign an event to a staff member and to change the status of an event.
- By default, theClient Access Processing Notificationsportlet shows all unassigned notifications. To filter these notifications, use the primary screen filter. The selected filter determines which notifications will display.
- Not Reviewed Notifications
- In Review Notifications
- Dismissed Notifications
- Unassigned Notifications
- Not Reviewed and In Review Notifications
noteTo further filter the list, select the down arrow
next to the Searchfield and specify the filter criteria. - Review each notification's information, including the client ID and name, the action taken at the client's office, the staff member who completed it, the date and time of the action, and the action details.
- In theStaff Assignmentfield, select the staff member to review the event. The dropdown shows all staff members who have access to the client related to the notification.
- Each new notification is set toNot reviewedby default. You can change the status toIn revieworDismissed.
- Select the ellipsis in the last column of an event to open theNotification Detailswindow. Here, you can add detailed notes, assign the event to a staff member, and change its status. Any changes made in theAssigned toorStatusfields will update the grid in the Client Access Processing Notifications portlet.noteWhen you assign an event to a staff member or change the status of an event, the application creates an event in the tab.
