Managing Clients

If your firm uses AutoCheck as a standalone product, the All Clients page, which displays when you first open AutoCheck, is your starting place for managing and working with client checklists. You can access this page from any other page in AutoCheck by clicking in the upper left corner.

Note: The button and the All Clients page are not accessible for firms who use AutoCheck along with CCH Axcess™ Knowledge Coach. For these firms, checklists are linked to engagements that are created and managed in Knowledge Coach. See the Knowledge Coach Help for more information.

The page displays a grid listing all the clients for whom your firm has created checklists. Clicking a client name in the list opens the client's checklist in Overview view.

Tell me about the information in the All Clients grid.

Column	Description
Client Name	Name entered for the client when the checklist was created.
File Reference	An optional note entered in the client properties.
Period End	The last day of the period that the checklist applies to. You can change this date in the client properties. Note: You can enter the period start date in the checklist after you create the client.
Status	Indicates whether the checklist has not been started, is in progress, or has been completed.
Actions	Displays the icon, which you can click to access more actions for the selected client disclosure list.
Last Modified	The last date that you or another staff member edited this checklist.

Searching the All Clients List

When you search the All Clients list for a specific disclosure list, the search applies across all pages of the All Clients grid.

To search for an client, begin entering the client name in the search field above the gird. As you type, the list updates dynamically to display only the clients that match your search term. You must type at least three letters to see potential matches.

To clear the search and view the full list again, delete the search criteria from the text box.

Using the Pagination Features

By default, 25 client disclosure lists display at one time on the All Clients page. This setting provides the best performance when you are working with the grid. If needed, you can increase the number of engagements displayed to 50 or 100 by selecting a different option from the Results per Page list beneath the grid.

If you have more engagements than can be displayed on the page at one time, you can use the pagination buttons on the bottom right to move between pages in the list. Click a page number to go to that specific page. You can also click to go to the next page or to go to the last page of the list. Click to view the previous page or to go to the first page of the list.

Tasks You Can Perform from This Page

You can perform the following tasks from this page:

• Add, edit, or delete clients.
• Update the completion status for a client's checklists.
• Lock or unlock a client's checklist.
• Roll forward a client's checklist.