Budgeted Accounts

Budgeted Accounts

Budgeted Accounts Training Guides


    • Related Articles

    • System Parameters - 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 ...
    • System Parameters - Accounting Basis

      This article is part of the System Parameters section. Find all related articles here: System Parameters Accounting Basis controls how your clients will be billed - either in advance or in arrears. To access the Accounting Basis settings: Select ...
    • 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 Proptimo Core 2.80 23rd July 2025 Proptimo Core 2.79 9th July 2025 Customer Portal 3.3.35 9th July 2025 ...
    • Developments - Development Wizard - Creating a Development

      This article is part of the Development Wizard section. Find all related articles here: Development Wizard This section covers how to add new Developments to the system using the Development Wizard. You can also click the Add button on the ...
    • Processing the Hold File

      This article is part of the Hold File section. Find all related articles here: Hold File What Does "Processing the Hold File" Mean? Once you’ve posted contractor invoices to the Hold File (using the Purchase Ledger Transactions screen or the Post ...