Author: Maria Cora

First off—wow! We got a huge number of responses on this poll! Thanks, everyone, for weighing in with your two cents on the Client Statement reports.   If it wasn’t already clear, the results speak for themselves: These reports are incredibly popular among RPM users. Every single person who answered the poll indicated that they … Continue reading “Poll results: Changes to Client Statements”

School might be out, but learning is always in! Check out our new Knowledge Base articles and learn how to… Use the Client Information Update screen: rpmccs.com/resources/client-information-update/ Export Positive Pay files: rpmccs.com/resources/positive-pay/ If you have suggestions for more topics you’d like to learn about, let me know.

We’re back! This week’s poll is about changes we might make to the Client Statement reports in RPM.   Weigh in by answering these quick questions: https://forms.office.com/r/aTDMiJjP4n   You can use your smartphone or tablet instead, if that’s easier. Just open up your camera and scan this QR code:     These are incredibly widely … Continue reading “New poll: Changes to Client Statements?”

RPM has a lot of features. The Clients screen, in particular, has a wealth of tabs where you can track details about the clients you serve. It’s great to have options, but for some folks, seeing all these options on the screen can be overwhelming.   Are there certain tabs on the Clients screen you … Continue reading “Hiding tabs on the Clients screen”

The April showers (of poll questions) have abated; now it’s time to enjoy the May flowers (the sweet, sweet poll results)! This poll might have seemed like a hodgepodge, but all the questions was related to changes we’re considering making to the Reconcile screen for the next version upgrade. We appreciate your input as we … Continue reading “Poll results: Reconcile refinements”

Thanks, everyone, for the impressive engagement with our latest poll about adding signature lines to reports! Without further ado, let’s jump into the results.   The first question was about whether your representative payee clients need to sign anything at all. The large majority of you (86%, to be exact) indicated that they do. Here’s … Continue reading “Poll results: Signature lines on reports”

A whole new poll! This week’s (shining, shimmering, splendid) poll is about the possibility of adding signature lines to reports in RPM. Let your heart decide as you answer these quick poll questions: https://forms.office.com/r/Bz3w9uV6Hs You can use your smartphone or tablet instead, if that’s easier. Just open up your camera and scan this QR code: … Continue reading “New poll: Signature lines on reports?”

The results are in! Overwhelmingly, our favorite RPM users (all of you) are interested in seeing clients’ housing information on the Transaction Totals by Group report. This would make it easy to see any address changes that need to be included on the annual representative payee report (form SSA-6234).   Everyone who responded to this … Continue reading “Poll results: Adding housing changes to report for SSA”

Changes made in RPM? We’ve got the receipts. In fact, they’re already being saved in your system—all you need to do is know where to look.   These records of changes in RPM are called audit events, and you can look at them with a click of a button on many screens in the system. … Continue reading “Connect the dots with audit events!”