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 ...
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.
The Development Wizard
Please click on the image below to access the Development Wizard Training Guide.
Reports
Please click on the image below to access the Reports 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 ...
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.
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 ...
Document Types
Please click on the image below to access the Document Types Training Guide.
Development Financial Tab
Please click on the image below to access the Development Financial Tab 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 ...