Upgrade changes – Version 6.0.6

UpdatedMarch 8, 2024

See the RPM User Guide for more details on the changes below. The User Guide is available on the Tech Support screen under the RPM Help menu.

General system

The Access Runtime version used by the RPM Client has been upgraded from Access 2013 to Access 2016 or later. Microsoft Access 365 runtime will be installed if Access 2016 or later is not already installed on the workstation. The RPM Client must be reinstalled on any client workstation currently using Access 2013.
Grids (for example, “Schedule Pmts” on the Clients screen) will resize as the RPM application window size is changed instead of only resizing when the screen is opened. The minimum required resolution for RPM remains at 1366×768 with 100% text size.

Schedule Pmts – changes will be tracked under a new “Scheduled Payment Update” audit event. With the 2-line display option, the Audit Rpt button will show changes for a scheduled payment.
Schedule Deps – changes will be tracked under a new “Scheduled Deposit Update” audit event. The Audit Rpt button will show changes for a scheduled deposit.
Schedule Xfer – changes will be tracked under a new “Scheduled Transfer Update” audit event. The Audit Rpt button will show changes for a scheduled transfer.

Print Checks – an option has been added to the Print Checks Confirmation screen to allow checks to be voided and new checks created for printing.
Users with client type and/or support type filtering will not be able to view other types of clients on this screen.

Clear All and Unclear All – new buttons have been added to clear or unclear all items at once.
Report – subtotals for each payment method have been added to the reconciled payments total.
Users with client type and/or support type filtering will not be able to view other types of clients on this screen. A user must have access to all clients in an account to reconcile that account.

View Trans – users with client type and/or support type filtering will not be able to view other types of clients on this screen.

Client, Mailing Labels 5160 – new 3-column label format.
Transactions By Client, Client Budget Detail – new budget report including processed and unprocessed transactions for a date range but excluding the current balance.
Transactions By Client, Client Budget Projected Balance – new name for the “Client Budget” report that includes the client’s current balance and projected transactions.
Transactions By Client, Transaction Detail – added subcategory.
Reconciliation, Account Reconciliation – subtotals for each payment method have been added to the reconciled payments total.
Audit – new audit events added to track changes to scheduled deposits, payments and transfers. See the Audit Event List report for all available audit events.
Custom, Transactions – added “Claim #” column.

System Setup – a Reply To option has been added to the Email Settings. Emails can be sent from the account used for the SMTP logon, with replies sent to each user’s email address.
Reset Transactions – added an option to the “Reset Check Run” to void and create new checks for printing.
Scheduled Payments Update and Scheduled Deposits Update – changes to scheduled payments and deposits will be tracked under the new “Scheduled Payment Update” and “Scheduled Deposit Update” audit events.