Representative Payee Manager
Written by Maria Cora
If you’re a Representative Payee, you’re probably familiar with the annual rep payee report (form SSA-6234, pictured below) required by Social Security. This form asks you to report the total funds you spent for food and housing, payee/guardianship services, and all other expenses over a year for a particular client. Are calculating these amounts a […]
Written by Maria Cora
Audit events in RPM are records of processes completed and changes made in the system. They are created automatically when work is done in RPM, and they contain information about what was done, the user ID, and the exact date and time. Audit events about changes or updates also include records of the previous information. […]
Written by Maria Cora
Queries in RPM can be used to view report information in a format you can manipulate. Where to find queries All query options in RPM can be found on the Reports screen. Preset reports Many of the preset reports in the system have an additional query option you can use to view the same data […]
Written by Maria Cora
The Tab key can be used to move between fields in RPM without clicking with a mouse. It’s especially useful when you want to type information in several fields in order, such as when you’re entering a new client, new vendor, new transaction, or new scheduled transaction. The location of the Tab key on a […]
Written by Maria Cora
The Esc (Escape) key on your keyboard can be used in RPM to cancel out of a record before it is saved. The location of this key on a standard keyboard is pictured below. If you’ve begun entering or changing information in a field and realize you don’t actually want to save the change, clicking […]
Written by Maria Cora
Sometimes, the information in a field in RPM is too long to show on the screen. When that happens, there are a few easy ways to view and edit the information. Arrow keys The arrow keys on your keyboard can be used to navigate through text that is cut off in a field on the […]
Written by Maria Cora
The View Related button appears at the upper right of the Transaction Detail screen.* Clicking this button will route you directly to any transactions that are closely related to the initial transaction you were viewing. This includes any corresponding transfers, voids, batch items, or deposit ticket items associated with that transaction. *Tip: You can access […]
Written by Maria Cora
There are several tools built into RPM you can use to locate the specific information. These tools can be found in two places: 1) the ribbon menu at the top of RPM, and 2) the shortcut menu that opens when you right-click in a data field. Below, I’ll explain how to use the Find, Filter, […]
Written by Maria Cora
Reconciliation allows you to confirm that the transactions you’ve processed in RPM have cleared the bank. Follow the steps below to complete reconciliation for each of your bank accounts. Note: This article applies to the most recent version of RPM (6.0.9). For reconciliation in previous versions, see the Legacy reconciliation article. Basics Clearing shortcuts In […]