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
• Backups for RPM Cloud

RPM Onsite with Access

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

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
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Transactions

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

Check Printing

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

Reconciliation

• Reconciliation Basics
• Moving Client Balances to RPM

System Settings

• Default Payment Methods
• Email Settings
• System Settings

User Security

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

Maintenance

• Case Notes Archiving
• Transaction Archiving

Miscellaneous

• Optimizer
• Refresh Client
• Steps to use Google Drive as a drive letter for storing documents
• System Info

RPM Onsite Upgrade

• RPM Upgrade for Access
• RPM Upgrade for SQL
• SQL Upgrade Scripts
• Upgrade Changes - Version 6.0.6