Client status events log

Show all hidden content
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 via
    Save As
    .
  • Client files deleted by going to
    Help
    , then
    Repair
    .
  • 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 using
    Setup
    , then
    Options
    .
  • Mass disposed of assets.
  • Mass transfer of assets.
  • Method/Life wizard changed.
  • Treatment built.
note
  • Go to
    Setup
    ,
    System Configuration
    , then the
    Status
    tab to create user-defined status events.
  • Use the Client Status History report to view events logged by Fixed Assets CS for a client.
  • Use the
    Client Status
    window to log user-defined status events for Fixed Assets CS clients.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close