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Creating Charge Headings, Charge Types, and Budget Headings
This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Headings Charge Headings group multiple Charge Types, allow you to assign a priority, and determine the order in which they appear on the ...
Insurance - Receive Documents into Policy and Display in Client Accounts
Please click on the image below to access the Helpsheet for Insurance - Receive Documents into Policy and Display in Client Accounts.
Properties - Estimated Annual Expenditure (EAE)
This article is part of the Properties section. Find all related articles here: Properties The Estimated Annual Expenditure (EAE) is an amount that can be set on the properties in CPL. You’ll need to fill in the EAE for direct debits to be calculated ...
CPL Release Notes
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. Version Release Date Click to View Notes 2.73 2nd April 2025 2.72 19th March 2025 2.71 5th March 2025 2.70 19th February 2025 2.69 5th February ...
Client Invoicing - Processing Owners Charges for Actual
This article is part of the Client Invoicing section. Find all related articles here: Client Invoicing Initial Steps This article outlines generating client invoices for Actual/Arrears charges. Refer to these guides for invoicing budgeted ...