Category: RPM

We heard your concerns about the changes we’re making to the Reconcile screen in version 6.0.9. (For a refresher, check out the initial post made about that here: rpmccs.com/planned-upgrade-changes-reconcile) After some rethinking and reworking, we’ve arrived at a final version that we think will satisfy everyone.   Behold the second-time’s-the-charm Reconcile screen: As you can […]

After adding the Budget tab and budget-related reports in 6.0.8, we’ve gotten several suggestions on how to make them better. We hear you! In 6.0.9 next month, we’re making some improvements to client budgets.   First and foremost, we’ve added several new fields to the Budget tab: Subcategory selection for both Income and Expense items. […]

We polled, you responded, and now we’re adding it to the system! In version 6.0.9 next month, we’re adding an optional “Account Name” field to the Check Layout screen, just like we asked you about in a poll this past October.   Here’s a link to review the results of that poll, if you’re curious: […]

For those of you who use (or might soon use) the Export XEFT Transactions screen, I have exciting news about additions we’re making in version 6.0.9 next month!   First, we’re adding a Report button to the top of the screen, which will display a report of the transactions that are currently selected to export. […]

We’re making it easier than ever to find the transactions you’re looking for in RPM! In version 6.0.9, which will be coming out in February, we’re adding a View Related button to the Transaction Detail screen. This button will be enabled if the transaction you’re viewing has closely related transactions in the system, such as […]

February is right around the corner, and our version upgrade to 6.0.9 will be coming with it! Read below to see some changes we’ll be making with that upgrade.   We realized that the Reconcile screen in RPM could use a revamp. In version 6.0.9, that’s exactly what it will get!   The first change […]

Check out the results of this week’s poll, which is all about whether we should add optional approval processes to RPM for processing payments and printing checks.   First, I wanted to begin the poll by asking about the separation of duties at your company. We know that some companies who are large enough have […]

We’re back in action with a new poll! This time, I want to know what you think about approval processes being added to RPM—specifically, ways for superiors to approve checks and scheduled payments before printing and processing.   Weigh in by answering these quick questions: https://forms.office.com/r/07L3z6CUF7   You can use your smartphone instead, if that’s […]

Without further ado, here are the results of our latest poll, which was about whether you would export transfers using XEFT files.   First, I asked whether you currently use XEFT exports at all. The results were an even split; approximately a third of you answered “yes,” “no,” and “not yet,” respectively. Here’s that breakdown: […]