RPM Cloud

• RPM Cloud users
• Connecting to your RPM Cloud server
• Printing from your RPM Cloud server
• Transferring files to and from local PC
• Sharing files for all users
• Using Microsoft Office in RPM Cloud
• Setting up an Authenticator App
• Backups for RPM Cloud
• Share screen from RPM Cloud

• RPM Cloud troubleshooting

  • Sign out of Windows
  • Clear browser cache
  • Copy/paste issues
  • Reset Google Chrome browser settings
  • Pop-up blocker settings
  • PDF download settings
  • Multimonitor settings
  • Adobe extension interfering with PDFs
  • Remote Desktop Connect app issues

RPM Onsite with Access

• RPM technical requirements for Access
• Installing RPM
• Backing up
• Installing the RPM Client - Access
• Moving RPM to a new server

RPM Onsite with SQL Server

• RPM technical requirements for SQL Server
• Installing RPM
• Setting up an RPM SQL Server database
• Testing the RPM SQL Server connection
• Backing up
• Installing the RPM Client - SQL
• Moving RPM to a new server and SQL Server

Getting started

• Overview video
• User Guide and online help
• Adding users in RPM
• System settings
• Check layout
• List Maintenance
• Account types
• Setting up bank and bank accounts
• Adding clients
• Vendors
• Scheduling transactions for clients
• Moving client balances to RPM
• Processing transactions
• How to print checks
• Dashboard
• Reports

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Transactions

• How to add transactions
• Entering transactions manually
• Scheduling transactions by client
• Schedule create utilities
• Schedule update utilities
• Changing dates for scheduled deposits and payments
• Checks cashed for a different amount
• Credit card transactions
• Client fees
• Ending unused scheduled transactions
• Removing a void check

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• Import/export

  • Testing XEFT exports
  • Exporting payments
  • Importing deposits
  • Sending money to debit cards

Check printing

• How to print checks
• Check layout
• Adjusting the check layout
• Check paper
• Electronic signatures
• Reset a check run
• Reset next check numbers

Reconciliation

• Moving client balances to RPM
• Reconciliation basics

System settings

• Custom client information fields
• Default payment methods
• Email settings
• System settings

User security

• Adding users in RPM
• Security rights to the Users screen
• Security rights for users
• Setting user schedules
• Reset a user password
• Clear user logins
• Removing users

Display settings

• Display size issues
• Hide the Ribbon Menu
• Hide the Quick Access Toolbar
• Two-line display for scheduled payments

Maintenance

• Case note archiving
• Transaction archiving
• Company address change
• Moving mass accounts
• Purging data

RPM Onsite upgrade

• RPM upgrade for Access
• RPM upgrade for SQL
• SQL upgrade scripts
• Upgrade changes - Version 6.0.8

Training videos

• Training videos

• Articles with videos

  • Overview video
  • Connecting to your RPM Cloud server
  • Adding users in RPM
  • Adjusting the check layout
  • Entering transactions manually
  • Scheduling transactions by client
  • Schedule create utilities
  • Schedule update utilities
  • Changing dates for scheduled deposits and payments
  • Removing a void check
  • Reset a check run
  • Reconciliation basics
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Miscellaneous

• Linking documents
• Open CSV files with Notepad
• Optimizer
• Optimizer - Repair data
• Refresh Client
• Steps to use Google Drive as a drive letter for storing documents
• System Info