Representative Payee Manager
Written by Shonna Deen
If the deposit date for scheduled deposits falls on a weekend or holiday, you can change the date automatically when you process those deposits. Click Process Deps on the Transactions screen to open the Process Scheduled Deposits screen. The “Transaction Date” option near the top left of the screen will default to the “Next Deposit […]
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 on a remote desktop on a Windows server that supports remote desktops or […]
Written by Shonna Deen
There are several system settings options you can set for RPM using the System Setup screen under the Utilities, Setup menu. Information about some of these options are below. Click Help when the screen is open to see the full help topic. Changes made to the system settings will apply to all users in RPM. […]
Written by Shonna Deen
RPM does not use one specific type of check. The layout can be customized to work with most check types. Use the Check Layout screen under the Utilities, Setup menu to set up your check layout. Click Help when the screen is open to see the full help topic. Check format You can use either […]
Written by Shonna Deen
This article applies to reconciliation in outdated versions of RPM (6.0.8 and earlier). For current reconciliation instructions, see the Reconciliation article. 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. The difference should be zero […]
Written by Shonna Deen
Mistakes happen, printers malfunction, and check numbers get mixed up. If you’ve printed a check or a run of checks and something is wrong, follow the instructions below to reset them in RPM so you can print them again. Reset multiple checks Use the Reset Transactions screen under the Utilities, Transaction menu to reset a […]
Written by Shonna Deen
To handle purchases paid by credit card, add a client called “Credit Card.” When making payments using the credit card, enter the payment as a transfer from the client to the Credit Card. This will remove the money from the client’s balance and add it to the credit card balance. You can see the balance […]
Written by Shonna Deen
RPM does not use one specific type of check. Use the Check Layout screen under the Utilities, Setup menu to set up your check layout. Click Help when the screen is open to see the full help topic. We usually recommend checks compatible with Peachtree or Quickbooks. The checks must be business size (not personal […]
Written by Shonna Deen
Electronic signature files can be printed directly on checks through RPM. Signature files can be shared across your company and/or used by individual users. Use the Check Layout screen under the Utilities, Setup menu to manage your signature files. Click Help when the screen is open to see the full help topic. Company-wide signatures For […]