Representative Payee Manager
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. Your RPM Cloud server has a built-in way to share your screen. Simply select the Share Screen option at the top left of your browser. Clicking “Share Screen” will open the Share […]
Written by Maria Cora
A wide array of reports can be run using RPM. There are reports that can be sent directly to your clients, reports for your company’s internal use, and customized reports you can create to fit your unique needs. See all reports To view all available reports, follow these steps: Preset reports To create reports using […]
Written by Maria Cora
Links to documents can be stored in RPM. Documents pertaining to individual clients, like budgets and intake forms, can be linked on the Documents tab of the Clients screen. Documents pertaining to specific transactions, like invoices, can be linked when those transactions are created or edited. The documents themselves are NOT stored in RPM; only […]
Written by Maria Cora
When entering scheduled payments through the Clients screen, you can choose to view the payments using one-line or two-line display. To locate this setting: The image above shows the scheduled payment records displayed on one line each. Select this option if you prefer to see more payments on the screen at once. Select the two-line […]
Written by Maria Cora
When creating or scheduling a payment in RPM, you must select a payment method. The following payment methods are available in RPM: Different screens will allow selection of certain payment methods and not others. *This payment method was added in version 6.0.8. Upgrade to the latest version of RPM now.
Written by Maria Cora
Existing users’ security rights can be changed at any time. This can be done by any user who has rights to update the Users screen. To find out who has those rights, follow the Security rights to the Users screen instructions. Once you are logged in as a user with rights to update the Users […]
Written by Maria Cora
If an existing RPM user needs to reset their password, they will need assistance from another RPM user at their company. This user must have rights to update the Users screen. To find out who has those rights, follow the Security rights to the Users screen instructions. Once you are logged in as a user […]
Written by Maria Cora
Sometimes it is necessary to manually clear user logins from the RPM software. In some cases, this must be done to ensure that all users are logged out before upgrading the RPM software to a new version. In other instances, users attempting to log in to RPM on a new computer may need to clear […]
Written by Maria Cora
Notepad is a program built into Windows. It is the preferred way to open CSV files. To open a CSV file with Notepad, right-click on the file, select “Open with,” then select the “Notepad” option. Tip: You should not double-click to open a CSV file. Double-clicking will often cause the file to open in Microsoft […]