News

Picture this: You’re importing deposits for your clients. There’s one that just won’t work, and you’ve triple-checked that the claim number is correct. What gives? As it turns out, it’s rare but possible for one of your client’s SSNs to be an exact match for a different client’s claim number. To prevent this from ever […]

Has the Budget Balances report been a bummer? We hear you, and we’re making it better! In 6.0.7, we’ve added an option to run the Budget Balances report for only your clients’ default accounts—simply check “Default Account” before running the report. Leave the option unchecked to continue running the budget report for your clients’ totals […]

In the new version, we’re adding a User Login Counts report that details your RPM user logins by date and shows the average number of users that log in to your software every day. If you’re considering moving to RPM Cloud, this report can help you decide how many users you’ll need. Please comment and […]

Digital notes are inarguably the most useful kind—after all, they can’t get lost behind your desk, crumpled in your bag, or forgotten entirely after an especially long weekend. That’s why in the new version of RPM, we’re adding expandable “Notes” fields to the Housing, Income, and Events tabs of the Clients screen. Scratch paper, begone! […]

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), […]

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 […]

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 […]

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 […]

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 […]