Budgeted Accounts
Budgeted Accounts Training Guides
You will find links below to 6 Budget Account Training Guides which take you through the whole process for setting up and using budgeted accounts for developments in CPL. |
Budgeted Accounts Training Guides | |
| Budget Guide 2 - Setting up a Budget on your Development Training Guide v1.0 | |
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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 2.64 13th November 2024 Connect 3.2A 31st October 2024 2.63 30th October 2024 2.62 2nd October 2024 ...FAQs
Frequently Asked Questions Below you will find a list of FAQs that will hopefully help you resolve any questions you may have. We will continue to add to this list. If you have anything you would like to suggest for inclusion here then please get in ...The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.