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Purchase Ledger Payments
Please click on the image below to access the Purchase Ledger Payments Training Guide.
Client Web Portal
You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Tab Options v1.1 Working with Client Portal Documents ...
Client Notices
Please click on the image below to access the Client Notices Training Guide.
Credit Control and Client Statuses
Please click on the image below to access the Credit Control and Client Statuses Training Guide.
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.