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Hold File
Understanding and Managing Hold File Statuses
This article is part of the Hold File section. Find all related articles here: Hold File Each Hold File entry is assigned a status, which shows how it’s being handled and whether it can be processed, consolidated, or cancelled. This article explains ...
Processing the Hold File
This article is part of the Hold File section. Find all related articles here: Hold File What Does "Processing the Hold File" Mean? Once you’ve posted contractor invoices to the Hold File (using the Purchase Ledger Transactions screen or the Post ...
The Hold File - From Initial Review to Ready for Processing
This article is part of the Hold File section. Find all related articles here: Hold File The Hold File is like a temporary holding area for all the purchase ledger invoices you've posted. These records won’t appear as charges on client accounts until ...

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 ...

Hold File