Representative Payee Manager
Written by Shonna Deen
RPM will run faster if older transactions are archived. We recommend keeping the previous two years of transactions and archiving any prior to that. Run the Data Statistics report under the “Miscellaneous” section on the Reports screen to see the total number of transactions and the earliest date. Archived transactions will no longer display on […]
Written by Shonna Deen
If you have several years of case notes in RPM, older ones can be archived. Archived case notes will no longer display on the Clients screen but are still available on reports. The steps below outline the archive process. 1. Everyone other than the person running the archive should be out of RPM. It’s a […]
Written by Shonna Deen
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. We handle all RPM Cloud backups—you don’t need to do any backups manually. Whole-server backups Your entire RPM Cloud server is backed up every night. This backup includes everything on […]
Written by Shonna Deen
A $0 XEFT transaction can be entered to export a test transaction (pre-note) for a client’s or vendor’s routing and account number or to test the export file. Details for entering the routing and account number for a client or vendor are available in Exporting payments. Click Enter Payment on the Transactions screen to enter […]
Written by Shonna Deen
Google Drive can be used with RPM for additional storage space. An account must first be set up with Google. For an RPM Onsite license, follow the steps below. For an RPM Cloud license, contact us to install Google Drive and then continue to the “Sign in” instructions. Install Google Drive for desktop Note: You […]
Written by Shonna Deen
The email settings are used to send reports to yourself, to vendors, or to clients. Configuring email in system settings Open the System Setup screen under the Utilities, Setup menu. Enter your SMTP settings for sending email in the “Email Settings” section. You may need to get this information from your IT department or from […]
Written by Shonna Deen
When entering new payments for clients and vendors, the payment method will default to the settings you have selected in RPM. Follow the steps below to change the default payment method. Payments to clients Open the System Setup screen to set the default payment method for new payments to clients. Note: Changing the default will […]
Written by Shonna Deen
If you click Print in RPM Cloud and your print results do not show up, your web browser settings may be interfering. Follow the steps below to reset your browser settings. This only applies to Google Chrome. Step 1 – Click the three vertical dots in the upper right corner of your Chrome browser window. […]
Written by Shonna Deen
Each time you log in to RPM Cloud, you must enter a 6-digit verification code that is sent to your email or to an authenticator app. The steps below show how to set up an authenticator app. This is shown with an iPhone and Google Authenticator as an example. Other apps, such as Microsoft Authenticator, […]