Representative Payee Manager
Written by Shonna Deen
Recurring deposits and payments can be scheduled for clients. The transactions are created by processing the scheduled items. Scheduling deposits Click Schedule Deps on the Clients screen to enter or update scheduled deposits. Set the next deposit date to the date when the deposit will next occur. Click Help at the top right of RPM […]
Written by Shonna Deen
Clients make payments to many different vendors. These vendors can be tracked in RPM. You do NOT need to enter your clients as vendors; payments can be made directly to clients. Adding new vendors Click New on the Vendors screen to add a new vendor. Repeat these steps to add additional vendors. Vendor defaults For […]
Written by Shonna Deen
Click New on the Clients screen to add a new client. Repeat these steps to add additional clients. To see a list of all your clients, use the Reports screen. Navigate to the Reports screen, select the “Client” report section, then select the Client List report. Click Report.
Written by Shonna Deen
You can use mass and/or individual checking accounts in RPM. Regardless of which you use, RPM will track the actual balance for each individual client. Mass account This is a bank account shared by one or more clients. All deposits are made into the shared account. Payments are made for all clients from the shared […]
Written by Shonna Deen
XEFT transactions can be used to send money to debit cards for clients in RPM. The process is outlined below. Enter routing and account numbers The routing and account numbers for each client’s debit card can be entered on the Personal tab of the Clients screen. Schedule and process XEFT payments On the Schedule Pmts […]
Written by Shonna Deen
This article only applies to RPM Onsite licenses using a SQL Server database. To view the type of license you have, open the System Info screen under the RPM Help menu. Backing up your data is one of the most important things you can do in RPM. If your server crashes or you get a […]
Written by Shonna Deen
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. Backing up your data is one of the most important things you can do in RPM. If your computer crashes or you get a virus, […]
Written by Shonna Deen
Each RPM Cloud user will have a private “Documents” folder under their username. To share files with other users, use the “Shared Folder” on the root of the “C:” drive. The “Shared Folder” can also be accessed from a shortcut on your desktop or through the File Explorer. You can create folders in the “Shared […]
Written by Shonna Deen
If the deposit date for scheduled deposits falls on a weekend or holiday, you can change the date automatically when you process those deposits. Click Process Deps on the Transactions screen to open the Process Scheduled Deposits screen. The “Transaction Date” option near the top left of the screen will default to the “Next Deposit […]