Representative Payee Manager
Written by Shonna Deen
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 […]
Written by Shonna Deen
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 […]
Written by Shonna Deen
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 .
Written by Shonna Deen
Balance information will be added to both the Enter Deposit and Process Deposits screens.
Written by Shonna Deen
A new option is being added to check client balances on the transaction date. If you enter deposits in advance for the upcoming month, for example, and then want to enter additional payments for the current month, this option will allow you to verify the client has sufficient funds as of the transaction date. You […]
Written by Shonna Deen
We are adding a default Payment Method to the Vendors screen! Changes to the any default options for a vendor only apply to scheduled or manual transactions that are entered AFTER the changes are made. We are adding a new prompt to allow you to open the Scheduled Payments Update screen and immediately update any […]
Written by Shonna Deen
We are making it easier to get budget balances for clients! A Quick Budget Balance option will be added to the Schedule Pmts tab on the Clients screen. You will be able to click the Calculate button to quickly see the budget balance thru the specified date. The thru date will default to the end […]
Written by Shonna Deen
We are making some changes to the Clients screen! 1 – Adding an option to display the client’s account balances at the top of the screen. You will be able to view the balance from any tab on the screen. Each user will be able to turn this option on or off. 2 – Changing […]