CPL Software Ltd | Hold File

Hold File
Understanding and Managing Hold File Statuses
This article is part of the Hold File section. Find all related articles here: Hold File When working with the Hold File, each entry is assigned a status. These statuses help you understand how the entry is being handled and whether it can be ...
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 ...

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CPL Release Notes
In the table below you will find links to access copies of CPL's Release Notes from Version 2.55 onwards. Version Release Date Click to View Notes 2.73 2nd April 2025 2.72 19th March 2025 2.71 5th March 2025 2.70 19th February 2025 2.69 5th February ...
Insurance Module
You will find links below to 2 Insurance Module Training Guides which take you through setting up insurance policies in CPL and running through the insurance claims process. Insurance Policies Training Guides Insurance Policies Training Guide v1.2 ...
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 ...
Budgeted Accounts
Budgeted Accounts Training Guides You will find links below to 6 Budget Account Training Guides which take you through the whole process for setting up and using budgeted accounts for developments in CPL. Budgeted Accounts Training Guides Budget ...
Estimates
Please click on the image below to access the Estimates Training Guide.

CPL Software Ltd | Hold File | Knowledge Base