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RPM Cloud

  • RPM Cloud users
  • Connecting to your RPM Cloud server
  • Printing from your RPM Cloud server
  • Transferring files to and from local PC
  • Sharing files for all users
  • Using Microsoft Office in RPM Cloud
  • Setting up an Authenticator App
  • Backups for RPM Cloud
  • Share screen from RPM Cloud
  • RPM Cloud troubleshooting

    • Sign out of Windows
    • Clear browser cache
    • Copy/paste issues
    • Reset Google Chrome browser settings
    • Pop-up blocker settings
    • PDF download settings
    • Multimonitor settings
    • Adobe extension interfering with PDFs
    • Remote Desktop Connect app issues

RPM Onsite with Access

  • RPM technical requirements for Access
  • Installing RPM
  • Backing up
  • Installing the RPM Client - Access
  • Moving RPM to a new server

RPM Onsite with SQL Server

  • RPM technical requirements for SQL Server
  • Installing RPM
  • Setting up an RPM SQL Server database
  • Testing the RPM SQL Server connection
  • Backing up
  • Installing the RPM Client - SQL
  • Moving RPM to a new server and SQL Server

Getting started

  • Overview video
  • User Guide and online help
  • Adding users in RPM
  • System settings
  • Check layout
  • List Maintenance
  • Account types
  • Setting up bank and bank accounts
  • Adding clients
  • Vendors
  • Scheduling transactions for clients
  • Moving client balances to RPM
  • Processing transactions
  • How to print checks
  • Dashboard
  • Reports

Transactions

  • How to add transactions
  • Entering transactions manually
  • Scheduling transactions by client
  • Scheduling utilities - Creating transactions
  • Scheduling utilities - Updating transactions
  • Changing dates for scheduled deposits and payments
  • Checks cashed for a different amount
  • Credit card transactions
  • Client fees
  • View Related button
  • Ending unused scheduled transactions
  • Removing a void check
  • Import/export

    • Testing XEFT exports
    • Exporting transactions
    • Importing deposits
    • Sending money to debit cards

Check printing

  • How to print checks
  • Check layout
  • Adjusting the check layout
  • Check paper
  • Electronic signatures
  • Reset a check run
  • Reset next check numbers

Reconciliation

  • Moving client balances to RPM
  • Reconciliation

System settings

  • Custom client information fields
  • Default payment methods
  • Email settings
  • System settings

User security

  • Adding users in RPM
  • Security rights to the Users screen
  • Security rights for users
  • Setting user schedules
  • Reset a user password
  • Clear user logins
  • Removing users

Display settings

  • Display size issues
  • Hide the ribbon menu
  • Hide the Quick Access Toolbar
  • Two-line display for scheduled payments

Maintenance

  • Case note archiving
  • Transaction archiving
  • Company address change
  • Moving mass accounts
  • Purging data

RPM Onsite upgrade

  • RPM upgrade for Access
  • RPM upgrade for SQL
  • SQL upgrade scripts
  • Upgrade changes - Version 6.0.9

System navigation tips

  • Finding, filtering, and sorting
  • Tabbing through fields
  • Using the Esc key
  • Viewing long text in small fields
  • View Related button
  • Linking documents
  • Using queries
  • Audit events
  • User Guide and online help

Training videos

  • Training videos
  • Articles with videos

    • Overview video
    • Connecting to your RPM Cloud server
    • Adding users in RPM
    • Adjusting the check layout
    • Entering transactions manually
    • Scheduling transactions by client
    • Scheduling utilities - Creating transactions
    • Scheduling utilities - Updating transactions
    • Changing dates for scheduled deposits and payments
    • Removing a void check
    • Reset a check run
    • Legacy reconciliation
    • Reconciliation

Miscellaneous

  • Audit events
  • Linking documents
  • Open CSV files with Notepad
  • Optimizer
  • Optimizer - Repair data
  • Refresh Client
  • Using Google Drive as a drive letter for storing documents
  • Social Security annual reports
  • System Info
Popular Articles
  • Connecting to your RPM Cloud server
  • Printing from your RPM Cloud server
  • Transferring files to and from local PC
  • Moving RPM to a new server
  • RPM technical requirements for Access
Newest Articles
  • Social Security annual reports
  • Audit events
  • Using queries
  • Tabbing through fields
  • Using the Esc key
Recently Updated Articles
  • Social Security annual reports
  • Audit events
  • User Guide and online help
  • Linking documents
  • Finding, filtering, and sorting

Complete Computer Solutions Inc.
PO Box 875
Floyds Knobs, IN 47119-0875
(812) 923-0910

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