Representative Payee Manager
Written by Maria Cora
This article only applies to RPM Onsite licenses using a SQL Server database. To view the type of license you have, open the System Info screen under the RPM Help menu. If you have already been using RPM, you can install a copy of the RPM Client on a new workstation at any time. Follow along below to learn how. Installing the RPM […]
Written by Maria Cora
If you have already been using RPM, you can install a copy of the RPM Client on a new workstation at any time. Follow along below to learn how. Installing the RPM Client The Client must be run on each workstation that will be using RPM. It will install an RPM icon on the user’s […]
Written by Maria Cora
This article only applies to RPM Cloud licenses. To view the type of license you have, open the System Info screen under the RPM Help menu. In order to use the Remote Desktop Connect app to access your RPM Cloud server, you will need to have two things installed: If you are having trouble connecting to your company’s RPM Cloud server through […]
Written by Maria Cora
Scheduled payments, deposits, and transfers can all fall out of use. If a scheduled transaction you no longer want to process is still appearing on your Dashboard, it can get in the way of the scheduled transactions you actually want to process. Luckily, you can end these scheduled transactions and clean up your Dashboard. Follow […]
Written by Maria Cora
This article only applies to RPM Cloud licenses. To view the type of license you have, open the System Info screen under the RPM Help menu. If you’re connected to RPM Cloud using a browser tab, your checks and reports should open in another tab when you click Print. This tab should display the appropriate check(s) or report in PDF format. If […]
Written by Maria Cora
If you have specific information about your clients to keep track of that doesn’t fit in any of the pre-existing fields on the Basic or Personal tabs, you can use custom client information fields. If you’re using RPM version 6.0.8 or later, two custom fields can even be added directly to the Basic tab of […]
Written by Maria Cora
See the RPM User Guide for more details on the changes below. The User Guide is available on the Tech Support screen under the RPM Help menu. Dashboard Clients Import/Export Transactions Vendors Reconcile Reports Assets Balances Transactions Transactions By Client Security Utilities Security Changes in previous versions: Version 6.0.7Version 6.0.6Version 6.0.0 – 6.0.5Version 5.0.4 – […]
Written by Maria Cora
This article only applies to RPM Cloud licenses. To view the type of license you have, open the System Info screen under the RPM Help menu. If you’re connected to RPM Cloud through a browser tab and you find yourself unable to copy and paste, there are two avenues of troubleshooting available to you. The steps below apply to both Google Chrome […]
Written by Maria Cora
If you’ve been using RPM for several years, you may come to a point where you no longer need to keep old, previously archived clients, transactions, and case notes in your data. The Purge Data utility exists for this purpose; it allows you to permanently remove old data from your RPM system. Before you purge […]