News

Oh, here’s some information about my client—when was this entered? Who added this detail? To help you answer these questions, the new RPM upgrade will begin keeping track of who updated the information on client sub-screens and when that information was last changed. The following screens will now track this information: Housing (Housing and Roommates), … Continue reading “Planned upgrade changes – Tracking updates to client sub-screens”

We know you go above and beyond for your clients; it’s only fair that we go above and beyond on the Clients screen, too! In the upcoming version upgrade, we’ve separated the Housing/Income tab on the Clients screen into two separate tabs. Why? To make it easier for you to keep track of more details … Continue reading “Planned upgrade changes – Separate “Housing” and “Income” tabs”

RPM automatically keeps track of your check numbers to make it easy to print the right number on your next check. This usually works smoothly. For the times when it doesn’t, we’re giving you the ability to reset your next check number manually for one or more of your accounts. For an individual account, head … Continue reading “Planned upgrade changes – Reset next check number”

At RPM, we believe in giving companies the tools to best serve your clients. That’s why our newest version will include the option to keep track of your clients’ pronouns. Simply add any pronoun values your clients use to the “Pronouns” list in List Maintenance, then note them for any client using the dropdown on … Continue reading “Planned upgrade changes – Pronoun and gender options”

At RPM, we love reports! We’re always tweaking our available preset reports to make them more useful for you. In the upcoming upgrade, reports on scheduled transactions are date-optional. This means they can be run with any of the following: Begin and end date – see scheduled transactions within a specified time frame. No dates … Continue reading “Planned upgrade changes – Optional dates on scheduled transaction reports”

RPM currently has a report available that shows balances alongside scheduled deposits. At the request of several client companies, the new version will also include a report that shows balances alongside actual deposits—the money that has actually, not potentially, been deposited into your clients’ accounts. If your company doesn’t schedule deposits for clients, this report … Continue reading “Planned upgrade changes – “Balances with Actual Deposits” report”

Payment and deposit categories that have been used before cannot be deleted in RPM, even if they’re no longer in use. In the upcoming version, though, categories can be marked “inactive” in List Maintenance. This means they will no longer be selectable for future transactions, keeping them from cluttering your dropdown lists and confusing your … Continue reading “Planned upgrade changes – Marking payment and deposit categories “inactive””

In some cases, payments and deposits need to be partially or entirely refunded. Previously, you had to refund transactions by entering negative payments or deposits to ensure the payment/deposit category totals would be accurate. In the new version of RPM, though, there is an easier way to do this—simply use the same payment category on … Continue reading “Planned upgrade changes – Using payment and deposit categories interchangeably”

It’s that time of year again! A brand new RPM update will be rolling out in February, and we can’t wait to share what we’ve been working on.   In the upcoming upgrade, we will be adding more custom fields on the Clients screen! With the addition of three of both the custom text and list fields, … Continue reading “Planned upgrade changes – Additional custom fields”