Category: RPM

Welcome back to your regularly scheduled RPM polls! This time, I asked you to weigh in about the Assets tab on the Clients screen, which we think could use a rework.   Let’s jump right into the poll results. First, I asked each of you whether you use the Assets tab at all. Only a … Continue reading “Poll results: Assets tab rework”

Version 6.1.0 of RPM will begin rolling out in the next week! We’ll send you an email when it’s available for you to download and install (or for RPM Cloud, when we’re planning on installing it for you), so keep an eye on your inbox. For our final upgrade change reveal, we’ve chosen our favorite … Continue reading “Planned upgrade changes: Assorted reports!”

It’s time to schedule payments even more efficiently than before! In 6.1.0, we’re making a few enhancements to the Schedule Pmts tab on the Clients screen.   First, we’re revealing a new transaction frequency that can be used for scheduled payments, deposits, and transfers: Twice a Month! With the new “Day(s)” section of the screen, … Continue reading “Planned upgrade changes: All about scheduled payments”

This upgrade change reveal is a three-for-one! Next month in version 6.1.0, we’ll be releasing some improvements around viewing transactions in RPM.   First, we’re separating the “Amount” column into two side-by-side “Payment” and “Deposit” amount columns. This will make it easier to see at a glance whether money is moving into or out of … Continue reading “Planned upgrade changes: Columns, subtotals, and screens, oh my!”

Drumroll, please…! For our next upgrade change reveal, we’re unveiling a brand-new subscreen called Update Transaction Dates, which you’ll be able to access when printing checks and exporting XEFTs in version 6.1.0. Let’s say you have a group of checks waiting to be printed, but annoyingly, they’re all using different dates. One from last Friday, … Continue reading “Planned upgrade changes: Change dates before printing and exporting”

Remember the poll we sent out a few months ago about the Impairments tab in RPM? We’re following through with your recommendations, and in 6.1.0, the term “impairments” in RPM will be replaced with “disabilities.” This will be most relevant on the Clients screen, where the name of the tab will be changed.   For … Continue reading “Planned upgrade changes: Disability tab”

Today’s reveal is one of the most highly sought-after changes we’ve ever made to RPM: The ability to customize client statuses! In version 6.1.0, you’ll be able to add additional statuses for your clients beyond just “Active” and “Inactive.”   Client status in RPM has always done a few things. First, it governs whether a … Continue reading “Planned upgrade changes: Customizable client status!”

It’s time for another long-awaited upgrade change reveal! In version 6.1.0 of RPM, we’re adding the ability to switch between saved XEFT export templates with the click of a button.   Do you struggle to remember which settings to choose for different XEFT export files? Struggle no more! Now, you’ll be able to set up … Continue reading “Planned upgrade changes: XEFT export templates”

August is right around the corner, and our version upgrade to 6.1.0 will be coming with it! Read below to see some changes we’ll be making with that upgrade.   Even more improvements to the Reconcile screen?! There sure will be! In the upcoming version upgrade, we’ll be adding a few more key features to … Continue reading “Planned upgrade changes: New Reconcile screen functionality!”