News

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 […]

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, […]

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. Everyone loves automation—it saves time, money, and headaches. That’s why the new version of RPM will include an option to automatically capitalize the text of the “pay […]

This information only applies if you have an RPM Onsite license. If you are using RPM Cloud, there’s no need to read this information. You are already using the latest version and all upgrades are installed for you. The minimum required Access version will be updated in the August 2023 RPM Release. Currently, RPM installs Access […]

We are adding new buttons to the Reconcile screen to automatically clear or unclear all transactions at once. Clear All will automatically check every transaction on the statement that is not already cleared. Unclear All will remove the check for every cleared transaction. Clear Range will still be available to clear a range of deposits […]

We are adding a new report option for client mailing labels. The new format will print labels in 3 columns (Avery 5160 format). The current 2 column mailing labels (Avery 5161 format) will still be available.

We are adding a new budget report option. The current budget report includes the client’s current balance and any scheduled transactions that have not yet been processed through a date. An example of this is below. We have had requests for budget reports that do not include the client’s current balance and can be run […]

We are adding a new reset option for printed check runs. The current option for setting the checks back to print will still be available. The new option will void the printed checks and automatically create new ones for printing. This allows you to keep a history of all check numbers used in RPM. This […]

We will be adding new audit events to track changes made to scheduled deposits, payments and transfers. These can be viewed on reports in the Audit section of the Reports screen. An example showing changes made to scheduled payments is highlighted below.