Representative Payee Manager
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 […]
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. With RPM Cloud, you’re free to add, remove, or swap users at any time. User changes are prorated, so you only pay for the users you have active. To request a user change for your RPM […]
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. If they don’t, there might be a pop-up blocker interfering. Follow the instructions […]
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. If they don’t, there might be a pop-up blocker interfering, or your PDFs […]
Written by Maria Cora
Check out all of our RPM training videos here! Use the Table of Contents menu on the left to navigate quickly to the topic you want to learn about. If you have a suggestion for another training video you’d like to see, let us know! Overview This video shows an overview of the main screens […]
Written by Maria Cora
If your company moves to a new physical location, you’ll need to do these two things: 1: Change your “Company Information” in RPM. If you print your company information on your checks, open the Check Layout screen under the Utilities > Setup menu. Select the Blank Check Fields tab, then update the “Company Information” field […]
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 use multiple monitors at your desk and you’re connected to RPM Cloud using the Remote Desktop Connect app with RDP, you can choose whether to view your Cloud server using […]
Written by Maria Cora
In general, the best way to handle payee fees is to enter your company in RPM as a vendor, then make a fee payment from all clients to that vendor. The specifics of how to set this up depend on whether you charge a flat fee or a fee based on the clients’ total deposits […]
Written by Maria Cora
If you’re just getting started with a brand-new copy of RPM, you’ll need to input your bank and bank account information. Follow along below to see how! Bank To enter your bank into RPM, follow these steps: When you are finished, the record will save automatically. You will be able to assign this bank to […]