Representative Payee Manager
Written by Shonna Deen
We are pleased to announce our new RPM Knowledge Base web page. With this addition, we now have both a community to share and collaborate between users and a database of knowledge gained by working with you. We hope combining these tools with our personal support staff makes RPM an even better solution for your agency. … Continue reading “RPM Knowledge Base”
Written by Shonna Deen
We are excited to announce our new RPM Cloud Services! This will provide you with exactly the same RPM user interface and functionality that you currently have but will allow you and your users to access RPM from any computer with an internet connection. With RPM Cloud, you will have your own virtual private cloud … Continue reading “RPM Cloud Services”
Written by Shonna Deen
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 … Continue reading “RPM Enhancements Version 6.0.4”
Written by Shonna Deen
We are adding shortcut menus to most of the screens in RPM! Right-click on fields on the screen to access the shortcut menu for that screen. This will allow you to select from the following options (depending on the screen):Cut/Copy/PasteFindSort/Remove SortFilter/Remove Filter Use these options more quickly and easily than with the RPM menu at … Continue reading “RPM Upgrade Changes – Shortcut Menus”
Written by Shonna Deen
We are adding a new option to documents! In addition to linking to documents on your computer or network, you will be able to link to web sites or online documents .
Written by Shonna Deen
Balance information will be added to both the Enter Deposit and Process Deposits screens.
Written by Shonna Deen
A new option is being added to check client balances on the transaction date. If you enter deposits in advance for the upcoming month, for example, and then want to enter additional payments for the current month, this option will allow you to verify the client has sufficient funds as of the transaction date. You … Continue reading “RPM Upgrade Changes – New Transaction Date Balance Check”
Written by Shonna Deen
We are adding a default Payment Method to the Vendors screen! Changes to the any default options for a vendor only apply to scheduled or manual transactions that are entered AFTER the changes are made. We are adding a new prompt to allow you to open the Scheduled Payments Update screen and immediately update any … Continue reading “RPM Upgrade Changes – Vendor Payment Method”