The video below shows an overview of RPM.
Written by Shonna Deen
Written by Shonna Deen
Written by Shonna Deen
RPM users with rights to update the Users screen can complete essential security tasks. Among other things, they can update other users’ security rights, reset passwords, and clear user logins. To find out which users have these rights, any RPM user can follow these steps: On the report, look for users whose security level reads […]
Written by Shonna Deen
Microsoft Office 365 is pre-installed on your RPM Cloud server. Using Office is optional and is NOT required to run RPM. Sign in with your Microsoft account to use the Office applications. Microsoft only allows the following licenses to be used: Microsoft 365 E3, E5, Apps, or Business Premium. If you are unsure what license […]
Written by Shonna Deen
In some instances, scheduled transactions must be updated to match changes in your clients’ deposits or spending. To do this quickly, use Scheduled Deposits Update or Scheduled Payments Update in the Utilities section of the ribbon menu. Video instructions for this process can be viewed below. Video This video will show how to automatically change […]
Written by Shonna Deen
A void check will consist of two transactions: one with the original check number, and a second with the same check number followed by a “V.” To remove a void for a check, delete the transaction with the “V.” To find the void check, open the Transactions screen. Select the correct account. Under “Search Criteria,” […]
Written by Shonna Deen
If a check is cashed for an amount different than the amount printed on the check, you can change the check amount in RPM. For example, if you wrote a check to the grocery store for $50, but the check is cashed for $40 instead, you can update the amount. Click Details for the check […]
Written by Shonna Deen
Dashboard Select Dashboard on the ribbon menu to open the Dashboard screen. This screen will open automatically when you start RPM (if you keep that option selected in your user settings). The Dashboard provides quick access to scheduled tasks in RPM. This includes transactions to be processed, urgent case notes, and events not completed. You […]
Written by Shonna Deen
Processing deposits Click Process Deps on the Transactions screen to open the Process Scheduled Deposits screen. The deposits to be processed through the current date will be displayed by default. Use the Report button to print a list of the scheduled deposits to review before processing. Click Deposit All to process the deposits. Deposit transactions […]
Written by Shonna Deen
When you are ready to start entering live transactions in RPM, the current reconciled balance for each client should be entered, as well as any remaining outstanding payments and deposits. This will allow you to reconcile your accounts in RPM going forward. For example, if a client’s balance is currently $1,000 and there are two […]