We will be adding reconciled subtotals by payment method to the reconciliation report. An example showing this change is highlighted below. Two other changes to reconciliation have been also requested but not yet scheduled: 1. Including the subcategory for deposits. 2. An option to toggle the displayed client name from “last, first” to “first last”. […]
RPM upgrades are released twice a year. Effective 3/1/2023, upgrades will be released in August and February. Upgrades include both enhancements to RPM as well as fixes for any issues found. Many upgrades are the result of suggestions from our users. Please let us know if there is something you’d like to see added to […]
We are pleased to announce our new RPM Knowledge Base web page. With this addition, we now have both a community to share and collaborate between users and a database of knowledge gained by working with you. We hope combining these tools with our personal support staff makes RPM an even better solution for your agency. […]
We are excited to announce our new RPM Cloud Services! This will provide you with exactly the same RPM user interface and functionality that you currently have but will allow you and your users to access RPM from any computer with an internet connection. With RPM Cloud, you will have your own virtual private cloud […]
We have some exciting changes coming in the May upgrade! A major change involves making balances available throughout RPM. Balances will be available from every tab on the Clients screen and on all the transaction entry and processing screens. This will include balances for a date and the total account balance. Negative balance checking will […]
We are adding shortcut menus to most of the screens in RPM! Right-click on fields on the screen to access the shortcut menu for that screen. This will allow you to select from the following options (depending on the screen):Cut/Copy/PasteFindSort/Remove SortFilter/Remove Filter Use these options more quickly and easily than with the RPM menu at […]
We are adding a new option to documents! In addition to linking to documents on your computer or network, you will be able to link to web sites or online documents .
Balance information will be added to both the Enter Deposit and Process Deposits screens.