In-Tray

You will find links below to Training Guides related to CPL's In-Tray Module.

In-Tray Module Training Guides
In-Tray Training Guide v1.2
In-Tray Exchange Service and Outlook In-Tray Add-In Integration v1.1
Processing Invoices in the In-Tray V1.0
Helpsheet - Reinstating Your In-Tray Outlook Add-in v1.0

• Related Articles

• Purchase Ledger Transactions

  You will find links below to Training Guides related to CPL's Purchase Ledger Transactions Screen. Purchase Ledger Transaction Training Guides Posting a PL Account Invoice in the Purchase Ledger Transactions Screen v1.0 Posting a PL Account Invoice ...

• Warranties and Maintenance Contracts

  Please click on the image below to access the Warranties and Maintenance Contracts Training Guide.

• Notifications in CPL

  Please click on the image below to access the Helpsheet for Notifications in CPL.

• Creating a New CPL User Account

  Please click on the image below to access the Helpsheet for Creating a New CPL User Account.

• 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 ...