Category: RPM

Version 6.0.9 of RPM will begin rolling out in the next few days! 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. As usual, we’re making some changes to reports in … Continue reading “Planned upgrade changes: Report support!”

What else did we do to the transfers in RPM? You guessed it—we made them exportable!   Coming up in 6.0.9, we’ve added an “Export Transfer” payment method you can choose when you make transfers between different accounts. This was the topic of a poll back in November, if you recall (and if you don’t, … Continue reading “Planned upgrade changes: Transfer transformation, part two!”

We’re excited to reveal this upgrade change, which will be available later this month in version 6.0.9: New functionality for transfers in RPM!   In this version, you’ll be able to transfer funds to and from different categories and subcategories. This applies to transfers between different clients/accounts AND transfers within the same account for the … Continue reading “Planned upgrade changes: Transfer transformation!”

We realized the Transaction section of the Utilities menu was a little jumbled. The point of these utilities is to save you time, so it just doesn’t make sense for you to spend extra time trying to find the utility you’re looking for! That’s why in version 6.0.9, which is coming out in just a … Continue reading “Planned upgrade changes: Reorganized transaction utilities”

Remember the poll about being able to schedule transactions for the first four weeks of any given month? (If you don’t, refresh yourself by checking out the results here: https://rpmccs.com/poll-results-1st-4-wks-pmt-freq)   We’re bringing that possibility to life in version 6.0.9! When scheduling a payment, deposit, or transfer, you’ll be able to choose “Weekly Exclude 5th” … Continue reading “Planned upgrade changes: New payment frequency”

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 … Continue reading “Planned upgrade changes: Reconcile rethink (re-revamp!)”

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. … Continue reading “Planned upgrade changes: Better budgets!”

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: … Continue reading “Planned upgrade changes: Printing account names on checks”

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. … Continue reading “Planned upgrade changes: View XEFT transactions ready to export”