The Development Wizard

Please click on the image below to access the Development Wizard Training Guide.

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• Related Articles

• The Development Wizard

  Please click on the image below to access the Development Wizard Training Guide. ​ ​

• Development Financial Tab

  Please click on the image below to access the Development Financial Tab Training Guide. ​

• 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 ...

• Mail Merge Fields

  Please click on the image below to access the Helpsheet for Non-Azure Clients Mail Merge Fields in CPL. ​

• 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