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How can we help?

RPM Cloud

  • Connecting to your RPM Cloud Server
  • Printing from your RPM Cloud Server
  • Transferring files to and from Local PC
  • Sharing files for all users
  • Using Microsoft Office in RPM Cloud
  • Setting up an Authentication App
  • Reset Google Chrome browser settings

RPM Onsite with Access

  • RPM Technical Requirements for Access
  • Installing RPM
  • Backing Up
  • Moving RPM to a new server

RPM Onsite with SQL Server

  • RPM Technical Requirements for SQL Server
  • Installing RPM
  • Setting up an RPM SQL Server Database
  • Testing the RPM SQL Server Connection
  • Backing Up
  • Moving RPM to a new server and SQL Server

Getting Started

  • Overview Video
  • Adding Users in RPM
  • System Settings
  • Check Layout
  • Account Types
  • Adding Clients
  • Adding Vendors
  • Scheduling Transactions for Clients
  • Moving Client Balances to RPM
  • Processing Transactions
  • Dashboard

Transactions

  • Changing dates for scheduled deposits and payments
  • Checks cashed for a different amount
  • Credit Card Transactions
  • Exporting Payments
  • Importing Deposits
  • Remove a Void Check
  • Schedule Update Utilities
  • Sending money to debit cards

Check Printing

  • Check Layout
  • Check Paper
  • Electronic Signatures
  • Reset a Check Run

Reconciliation

  • Moving Client Balances to RPM
  • Reconciliation Basics

System Settings

  • Default Payment Methods
  • System Settings

User Security

  • Adding Users in RPM
  • Security Rights to Add or Update Users

Want to see how it works? GET the TRIAL

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