Representative Payee Manager
Written by Shonna Deen
If you receive an electronic file for your deposits, you can import that into RPM in the Import ACH Deposits screen on the File, Import/Export menu. Details are below. Click Help when the screen is open to see the full help topic. There are three standard formats available: a CSV file, a fixed-length file, or […]
Written by Shonna Deen
XEFT transactions can be used to export transactions from RPM for both payments to clients and payments to vendors. Payments to clients can be exported to a debit card or another bank account. The overall process is outlined below. Enter routing and account numbers A routing number and account number can be entered for each […]
Written by Shonna Deen
Instructions Each person using RPM needs a user ID to log in. To start using RPM, one user can open RPM and log in as “AdminUser” with no password. This is a sample user with rights to everything. The password is initially blank. In RPM, select Users from the ribbon menu to open the Users […]
Written by Shonna Deen
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 any issues connecting to your SQL Server database in the SQL Connect application or in RPM, an ODBC Data Source can […]
Written by Shonna Deen
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. Step 1 – Create the SQL Server RPM database a) Open SQL Server Management Studio for SQL Server on your SQL server computer or […]
Written by Shonna Deen
If you are using SQL database(s) with RPM, RPM can be moved to a new server and SQL Server if needed. Set up the new server and test it BEFORE removing access to the old server. When you are ready to go live, back up and restore your SQL database(s) and reinstall your RPM Clients […]
Written by Shonna Deen
RPM Server requirements The “RPM Server” files can be installed on either a Windows server or Windows 10/11 workstation and require approximately 500 MB of disk space. RPM Client requirements The RPM Client can be run on a Windows 10/11 workstation or by using a remote desktop on a Windows server that supports remote desktops/remote […]
Written by Shonna Deen
Before moving to a new server, make sure you have the latest version of RPM installed on your existing server. You can find your current version on the System Info screen under the RPM Help menu. The latest upgrade is available on our website: RPM upgrade When moving to a new server, set up and […]
Written by Shonna Deen
Method 1: Using a web browser or the Remote Desktop Connect app Drag and drop files from your local PC to the browser or Remote Desktop Connect application. The files will be transferred in your “Downloads” folder in the Cloud computer. From the “Downloads” folder, you can drag the files into any other location, such […]