Planned upgrade changes – Marking payment and deposit categories “inactive”

Payment and deposit categories that have been used before cannot be deleted in RPM, even if they’re no longer in use. In the upcoming version, though, categories can be marked “inactive” in List Maintenance. This means they will no longer be selectable for future transactions, keeping them from cluttering your dropdown lists and confusing your users.

Don’t worry, though—you won’t be able to accidentally mark a category inactive if it’s currently being used in any active scheduled payment, deposit, or transfer.

Please comment and let us know if this will be useful to you or if you have any other ideas for how to declutter RPM. As always, we appreciate your feedback!

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