News

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 […]

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 […]

Payment and deposit categories that have been used before cannot be deleted in RPM, even if they’re no longer in use. In the upcoming version, though, categories can be marked “inactive” in List Maintenance. This means they will no longer be selectable for future transactions, keeping them from cluttering your dropdown lists and confusing your […]

In some cases, payments and deposits need to be partially or entirely refunded. Previously, you had to refund transactions by entering negative payments or deposits to ensure the payment/deposit category totals would be accurate. In the new version of RPM, though, there is an easier way to do this—simply use the same payment category on […]

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 […]