Planned upgrade changes – “Balances with Actual Deposits” report

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 […]

Planned Upgrade Changes – reconcile clear/unclear all

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 […]

Planned Upgrade Changes – budget report

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 […]