Training Guides
Custom Desktop
Please click on the image below to access the Custom Desktop Helpsheet.
Property Sales
You will find links below to Property Sales or Changes in Ownership Training Guides and Helpsheets in CPL. Property Sales Property Sales in CPL Training Guide v1.0 Helpsheet - Property Sales and Refunding Floats on an Arrears Development v1.0 ...
Fixing Errors Using Contra-Postings and Reversals
Please click on the image below to access the Fixing Errors Using Reversals and Contra-Postings 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
Postage Fees
You will find links below to Guides and Helpsheets related to postage fee options in CPL. Postage Fees Helpsheet - Working with Green Fees v1.0
Management Fees
Please click on the image below to access the Processing Management Fees Training Guide.
Invoicing
You will find links below to Invoicing Guides and Helpsheets which will guide you through the process of generating client invoices in CPL. Invoicing Guides and Helpsheets Processing Owner Charges for Actual - Client Invoicing Training Guide v1.0 ...
The Hold File
You will find links below to Training Guides related to CPL's Hold File. Hold File Training Guides The Hold File Training Guide v1.0 Releasing Entries in the Hold File Training Guide v1.0 Processing the Hold File Training Guide v1.0 Helpsheet - Hold ...
Purchase Ledger Transactions
You will find links below to Training Guides related to CPL's Purchase Ledger Transactions Screen. Purchase Ledger Transaction Training Guides Posting a PL Account Invoice in the Purchase Ledger Transactions Screen v1.0 Posting a PL Account Invoice ...
Diarised Charges
Please click on the image below to access the Diarised Charges Training Guide.
Purchase Ledger Payments
Please click on the image below to access the Purchase Ledger Payments Training Guide.
Proposed Works
Please click on the image below to access the Training Guide for Proposed Works.
Planned Maintenance
Please click on the image below to access the Planned Maintenance Training Guide.
The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.
Property Floats in CPL
Please click on the image below to access the Property Floats Implementation Guide.
Reports
Please click on the image below to access the Reports Training Guide.
Email Properties
Please click on the image below to access the Email Properties Training Guide.
Client Web Portal
You will find links below to Training Guides related to the CPL Client Web Portal. Client Web Portal Training Guides and Helpsheets Authorising New Web User Accounts Helpsheet - Client Portal Tab Options v1.1 Working with Client Portal Documents ...
Working with Contractors who are using Blockworx
Please click on the image below to access the Working with Contractors who are using Blockworx Training Guide.
Warranties and Maintenance Contracts
Please click on the image below to access the Warranties and Maintenance Contracts Training Guide.
The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.
Resource Centre
Please click on the image below to access the CPL Resource Centre Training Guide.
Permissions
Please click on the image below to access the User Permissions Training Guide.
Bank Reconciliation
Please click on the image below to access the Training Guide for Running a Bank Reconciliation.
Mail Merge
You will find links below to Training Guides related to Mail Merge in CPL. Mail Merge Training Guides Mail Merge Training Guide v1.3 Mail Merge Training Guide for Azure Clients v1.2
Jobs Maintenance
Please click on the image below to access the Jobs Maintenance Training Guide.
In-Tray
You will find links below to Training Guides related to CPL's In-Tray Module. In-Tray Module Training Guides In-Tray Training Guide v1.2 In-Tray Exchange Service and Outlook In-Tray Add-In Integration v1.1 Processing Invoices in the In-Tray V1.0 ...
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 ...
Estimates
Please click on the image below to access the Estimates Training Guide.
Document Types
Please click on the image below to access the Document Types Training Guide.
Document Templates
Please click on the image below to access the Document Templates Training Guide.
Development Financial Tab
Please click on the image below to access the Development Financial Tab Training Guide.
Credit Control and Client Statuses
Please click on the image below to access the Credit Control and Client Statuses Training Guide.
Client Notices
Please click on the image below to access the Client Notices Training Guide.
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 ...