Representative Payee Manager
Written by Maria Cora
RPM users who have rights to update user security can set other users’ schedules. This will limit their RPM access to specified work hours. Setting user schedules is an added layer of security to protect your clients’ data. To set user schedules, follow these steps: The default schedule set by the “Limit Schedule” option is […]
Written by Maria Cora
The List Maintenance screen allows you to customize the values that appear in many of the lists in RPM. Once these values are customized, they can be selected in relevant dropdown lists. For example, to assign account managers to clients, the account managers in your company must first be added to the “Account Manager” list […]
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. Instructions To sign out of Windows in your RPM Cloud server, click the Windows icon in the lower left of the screen. Note: Use the icon in the black upper toolbar (for […]
Written by Maria Cora
This article only applies to RPM Onsite licenses using an Access database. To view the type of license you have, open the System Info screen under the RPM Help menu. While running the Optimizer, RPM will sometimes find corrupted or missing data that needs repaired. If repair is necessary, a message similar to this one will display while […]
Written by Maria Cora
RPM allows you to create transactions (deposits, payments, and transfers) for your clients. There are three different ways to add transactions in RPM: Entering transactions one at a time If you want to enter a single transaction manually, use the Transactions screen in the View section of the ribbon menu. On this screen, choose between […]
Written by Maria Cora
To schedule a recurring transaction for one client, use the Clients screen. These scheduled transactions can be processed periodically to create actual transactions. There are three options: Schedule Pmts, Schedule Deps, and Schedule Xfer. Schedule payments To schedule a recurring payment for a client, navigate to the blank record at the bottom of the list […]
Written by Maria Cora
To enter transactions manually for clients, use the Transactions screen in the View section of the ribbon menu. There are three options: Enter Payment, Enter Deposit, and Enter Transfer. Enter payment To enter a one-time payment for a client, follow these steps: Tip: Payment categories and subcategories can be configured on the List Maintenance screen. […]
Written by Maria Cora
If you want to save time and schedule the same transaction for multiple clients (for example, a client fee paid to your company or a pension deposit), use Scheduled Deposits Create or Scheduled Payments Create in the Utilities section of the ribbon menu. Create scheduled deposits On the Scheduled Deposits Create screen, follow these steps […]
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 are using a browser tab to access your RPM Cloud server, you might occasionally experience an issue where clicking “Connect” does not connect you to the server. If this happens, […]