Upgrade changes – Version 6.0.7

UpdatedAugust 8, 2024

See the RPM User Guide for more details on the changes below. The User Guide is available on the Tech Support screen under the RPM Help menu.

Clients

Basic – a button has been added on Individual Account records to allow you to manually reset the next check number. See the Community post for more details.
Basic – RPM now disallows the entry of duplicate SSNs/claim numbers. See the Community post for more details.
Personal – we’ve added the ability to keep track of clients’ pronouns and increased the length of the “Gender” text field. See the Community post for more details.
Housing tab/Income tab – the Housing/Income tab has been separated into two separate tabs. See the Community post for more details.
Housing tab – on the expanded Housing tab, you can now enter clients’ addresses, housing dates, and notes about each housing record.
Housing tab – we’ve also included a section for tracking your clients’ roommates, their relevant contacts, and notes.
Income tab – the expanded Income tab now includes a section for employment descriptions, dates, and notes.
Custom tab – additional custom fields and lists 8–10 have been added. See the Community post for more details.
Expandable “Notes” fields added to Housing, Income, and Events tabs. See the Community post for more details.
User ID & Last Updated date added to Housing (Housing and Roommates), Income (Income and Employment), Impairments, Events, Contacts, Documents, and Assets records. See the Community post for more details.

Print Checks – new printer and tray selection options have been added. See the Community post for more details.
Payments and deposits can use both payment and deposit categories. See the Community post for more details.

Balances, Balances with Actual Deposits & Balances with Actual Deposits By Category – new reports added that allow you to review actual, not scheduled, deposit amounts. See the Community post for more details.
Transactions, Scheduled Deposits, Payments, & Transfers – the reports can now be run with blank beginning and/or end dates. See the Community post for more details.
Balances, Budget Balances – we’ve added an option to run the report for only your clients’ default accounts. See the Community post for more details.
Transactions By Client, Client Budget Detail & Client Projected Balance – we’ve added an option to run the reports for only your clients’ default accounts. See the Community post for more details.
Security, User Login Counts – new report added that shows user login counts and average daily users. See the Community post for more details.

List Maintenance – payment and deposit categories can now be marked “inactive” to prevent future use. See the Community post for more details.
List Maintenance, Mass Account – the next check number for a mass account can be manually reset. See the Community post for more details.
Check Layout – new option added to automatically uppercase the “Pay To” and “Mail To” information on printed checks. See the Community post for more details.