Written by Version 6.0.9 of RPM will begin rolling out in the next few days! We’ll send you an email when it’s available for you to download and install (or for RPM Cloud, when we’re planning on installing it for you), so keep an eye on your inbox.
As usual, we’re making some changes to reports in the new version! These changes are both to support a fuller use of the existing reports and to add additional reporting functionality to the system.
See the below for a full list and selected images of the report changes and additions.
Balances
- Average Daily Balance – added optional “Client” selection to allow reporting on average daily balance of specified client.
- Balances on Day of Month – added average balance across all months in the selected date range.
Balances on Day of Month report showing newly added “Avg. Balance” calculation.
Client
- Client Count on Day of Month – added average client count across all months in the selected date range.
Transactions
- Scheduled Payments – added optional “Vendor” selection to allow reporting on scheduled payments to the specified vendor.
- Unprinted Checks – added subcategory to report. This also applies to the Checks Selected to Print report accessible from the Print Checks screen.
Checks Selected to Print report displaying payment subcategories.
Transactions by Client
- Simplified heading information on reports intended for clients, including the following: Client Statement, Client Statement (Detail), Client Statement By Subcategory, Actual Vs. Budget Totals, Actual and Projected Vs. Budget Totals, Actual and Projected Detail, Budget Detail, Projected Balance Detail, Transaction Detail, Transaction Totals, Transaction Totals By Group, and Archived Transactions
- Budget reports
- Budget report renamed Budget Summary.
- Budget Detail report added, which includes additional fields added to budgets (from/to, subcategory, and notes).
- Option added on budget reports to hide annual totals, allowing you to run the reports with only monthly information.
- Scheduled Payments By Client – new report showing clients’ scheduled payment items.
- Transaction Detail – added optional “Subcategory” selection to allow reporting on transactions with specified subcategory.
Comparison between the old and new headers on reports intended for clients. Note that most of the report criteria has been removed from display to avoid confusion.
New report showing each client’s scheduled payments, formatted for simple review.
That’s (nearly) all, folks! There’s only one change left to reveal later this week, specifically for our RPM Cloud customers.
Who’s excited for this version?! We sure are!