Author: Maria Cora

We know how important your time is to you and your clients. That’s why we’re adding another utility to RPM to save you time—a quick way to update shared values across multiple clients!   On the new Client Information Update screen, you’ll be able to quickly filter out different groups of clients and update values […]

The polls we send out aren’t just for fun—we use your feedback to guide our version upgrade process, from the initial ideas to the final implementation. This upgrade change, in particular, is based entirely on that feedback! In the soon-to-be-released version 6.0.8, we’re adding a security option that, if enabled, would allow select users to […]

Have you ever thought the “budget” calculated balances and reports in RPM aren’t really budgets? After all, these rely on scheduled items to calculate, and not every payment or deposit is scheduled for your clients.   We thought that, too. That’s why we decided to add an entire new Budget tab to the Clients screen […]

For many of you who use RPM, it’s important to maintain your clients’ balances within certain monetary limits—for example, many payors must keep less than $2,000 in their accounts to remain eligible for Supplemental Security Income. This is why it’s useful to enter balance limits and/or minimums on the Basic tab of the Clients screen. […]

It has recently come to our attention that the Social Security Administration is requesting client information in a particular format during audits. This format is a list of active beneficiaries containing the following information: Name Social Security Number (SSN) Current phone number Current address Conserved fund balance Benefit type (SSA, SSI, etc.)   In our […]

As promised in the previous post, we’re making even more improvements to the Clients screen, on top of the ones we’ve already revealed for the Basic tab! Behold the newly reworked Personal tab! Based on your suggestions in the comments of the Clients screen blank space poll (summary here: https://rpmccs.com/poll-results-blank-space/), we’ve made several additions, which […]

Remember the very first poll we sent out back in March, where I asked if you had suggestions for what to put in the blank space on the Clients screen? (For a refresher, check out the poll results here: https://rpmccs.com/poll-results-blank-space/). We’ve been working on incorporating your ideas. Now, it’s time to lift the curtain and […]

Last time, I pulled back the curtain on the upcoming changes to the export functionality in RPM. What’s next? You guessed it—we couldn’t change the exports without giving imports some TLC, too! Here are the changes we’re making to the Import ACH Deposits screen: At the top of the screen, a field now displays the […]

We’ve just made the experience of exporting exponentially easier!   For all of you who use (or might start using) RPM’s export functionality for sending digital transaction files to the bank, we have exciting improvements planned for the August upgrade.   Here are the changes we’ve made to the Export XEFT Transactions screen: At the […]