Reports

Reports

Please click on the image below to access the Reports Training Guide.
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    • Related Articles

    • Creating a New CPL User Account

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

    • Purchase Ledger Payments

      Please click on the image below to access the Purchase Ledger Payments Training Guide.

    • Management Fees

      Please click on the image below to access the Processing Management Fees Training Guide.

    • Client Payments

      You will find links below to Invoicing Guides and Helpsheets related to client payments in CPL. Client Payments Helpsheet - Receiving Payments - Daily Posting Screen v1.0 Helpsheet - Client Payment Import v1.0 Helpsheet - Payment Reconciliation v1.0

    • CPL Release Notes and Webinar Recordings

      In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. There are also links to recordings for all Release Webinars delivered. Version Release Date Click to View Notes Click to Access Recorded Webinar ...