Written by We have some exciting changes coming in the May upgrade!
A major change involves making balances available throughout RPM. Balances will be available from every tab on the Clients screen and on all the transaction entry and processing screens. This will include balances for a date and the total account balance. Negative balance checking will also be available based on the transaction date.
The tabs on the Clients screen will be two rows with more space between each to make it easier to read.
A new option will be available to link web sites or online documents for both clients and transactions.
A default payment method will be available for each Vendor.
Shortcut menus will be available on major screens. Right-click on information in RPM to more quickly copy/paste, find, sort or filter.