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 ...
    • 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.
    • 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 ...
    • 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 ...