Category: RPM

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 … Continue reading “Planned upgrade changes: View Related button”

We know every moment of your time is precious. That’s why in version 6.0.9, we’ll be adding ZIP autofill functionality to RPM! For any of the address entry lines in the system, simply enter the ZIP code first and the system will autofill the correct city and state. See this in action below: If your … Continue reading “Planned upgrade changes: ZIP code autofill”

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 … Continue reading “Planned upgrade changes: Reconcile screen revamp!”

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 … Continue reading “Poll results: Approval processes”

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 … Continue reading “New poll: Approval processes for checks and payments”

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: … Continue reading “Poll results: Exporting transfers to savings accounts”

This week’s poll is all about exports. I want to know, would you find it useful to be able to export transfer transactions to an XEFT file, like exporting payments?   Let us know what you think by answering a quick poll: https://forms.office.com/r/H8jscJGcnv   You can use your smartphone instead, if that’s easier! Just open … Continue reading “New poll: Exporting transfers to savings accounts”

Our latest poll asked you to lay it all on the line and let me know what the most confusing, time-consuming, or complicated part of RPM is for you. There were a few instances of overlap in the responses, but in general, almost everyone said something different!   I will be following up with respondents … Continue reading “Poll results: Most confusing part of RPM”

This poll is a special treat! We want to know, in general, what part of RPM do you find the most confusing or time-consuming? This will help us decide what changes to focus on for the next version upgrade.   To weigh in, just fill out this quick poll: https://forms.office.com/r/SyYUyYY2WM   You can use your … Continue reading “New poll: What’s the most confusing part of RPM?”