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Imports
Purchase Ledger Invoices Import
This article is part of the Imports section. Find all related articles here: Imports This guide walks you through using the PL Invoices Import tool to upload purchase ledger invoices for your PL accounts. Getting Started If your import has been ...
Client Payment Import
This article is part of the Imports section. Find all related articles here: Imports The Client Payment Import tool in CPL allows you to upload a file from your bank or provider, so CPL can record payments against the relevant client accounts. ...
Diarised Charges Import
This article is part of the Imports section.. Find all related articles here: Imports Diarised Charges This guide walks you through using the Diarised Charges Import tool to upload diarised charges for specific developments and clients. Getting ...

Popular Articles
CPL Release Notes
In the table below you will find links to access copies of CPL's Release Notes. Version Release Date Click to View Notes Proptimo Core 2.87 29th October 2025 Proptimo 3.3.43 29th October 2025 Customer Portal 3.3.43 29th October 2025 Proptimo ...
FAQs
Frequently Asked Questions Below you will find a list of FAQs that will hopefully help you resolve any questions you may have. We will continue to add to this list. If you have anything you would like to suggest for inclusion here then please get in ...
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 ...
Go Cardless - Direct Debit Calculation
This article is part of the Go Cardless section. Find all related articles here: Go Cardless When creating a direct debit mandate and clicking the Calculate Direct Debit button described here, a window will pop up where you need to select a Payment ...
Working with Blockworx Contractors - Linking and Unlinking Contractors
This article is part of the Working with Blockworx Contractors section. Find all related articles here: Working with Blockworx Contractors The Dashboard Card for Link Requests To work with contractors using Blockworx, their Blockworx account must be ...

Imports