Upgrade changes – Version 6.0.8

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.

Dashboard

User Community – a new section has been added showing the latest news and activity from our RPM User Community. See the Community post for more details.

Basic – the “Middle Initial” field has been expanded to allow a full middle name. See the Community post for more details.
Basic – we’ve added a field for clients’ preferred names. See the Community post for more details.
Basic – the “Email” field has been moved to the Basic tab.
Basic – two custom fields can now be set to display on the Basic tab. See the Community post for more details.
Basic – we’ve added a “Basic Notes” text field to track quick, pertinent notes about each client. See the Community post for more details.
Basic – clicking the View/Edit button again now allows you to re-hide a client’s SSN from view.
Basic – account balances over limit or under minimum are now highlighted on the screen. See the Community post for more details.
Personal – we’ve added additional fields to the Personal tab to track marital information, death dates, and Social Security identifiers. See the Community post for more details.
Budget – a brand-new tab has been added for tracking clients’ monthly budgets! See the Community post for more details.
Schedule Payments, Deposits, and Transfers – we’ve added End Now buttons to scheduled transactions to quickly inactivate them. See the Community post for more details.

Export XEFT Transactions – NACHA files can now be exported by bank and for individual accounts. See the Community post for more details.
Import ACH Deposits – deposit counts and amounts now display directly on the screen after a file has been imported. See the Community post for more details.
Audit – we’ve added audit events to track imports from deposit files.

Payment Methods – addition of “ATM/Cash,” “Debit Card,” and “Credit Card” payment methods. See the Community post for more details.
Process Scheduled Payments, Deposits, and Transfers – Skip buttons have been added to easily skip an instance of a scheduled transaction when processing.

Email(s) – the field for vendor emails is now larger to facilitate entry of multiple email addresses for the same vendor. Subsequent email addresses should be separated with semicolons. See the Community post for more details.
Addresses – phone numbers can be added for individual vendor addresses. See the Community post for more details.
Audit – new audit events have been added for changes to vendor names and addresses. See the Community post for more details.

Cleared Count – we’ve added a running total number of all items cleared for the current reconciliation in both the “Payments” and “Deposits” sections.

Assets with Checking – these reports now shows separate totals for each of the client’s accounts instead of only a lump “Checking” sum.

We’ve added an option to run balance reports with only one column, as requested in our poll.
We’ve also altered all balance reports to alphabetize down the column instead of across the page.
Balances By Client – we’ve added the option to run all “By Client” balance reports for only the clients’ default account balances.
Balances With Actual Deposits – phone numbers have been added to query results so that they include all relevant information for Social Security audits. See the Community post for more details.

Scheduled Payments – both the report and query can now be filtered by Verification status.

Client Statement reports – Client Statement report variations will be relocated to the top of the list.
Projected Balance reports
- Client Budget Detail will be renamed Actual and Projected Detail.
- Client Budget Projected Balance will be renamed Projected Balance Detail.
Budget reports – We’re adding the following new reports for client budgets:
- Budget
- Actual Vs. Budget Totals
- Actual and Projected Vs. Budget Totals
Hide Category Subtotals – this option has been added for all reports that include a category subtotals section.

User Rights to Mass Accounts – new report that displays any client type or support type filtering limiting a user’s rights to reconcile mass accounts.

Client Information Update – new screen added to allow updating shared values across groups of clients at once. This replaces the now-obsolete Replace Account Manager screen. See the Community post for more details.
Check Layout – new option added to allow individual user signature files. See the Community post for more details.
Reset Buttons – we’ve added Reset buttons on all screens where processes can be reset, including transaction utilities (Bank Fee Posting, Client Balance Transactions, Client Fee Transactions, Interest Posting, Scheduled Deposits Create, and Scheduled Payments Create), transaction processing screens (Process Payments, Process Deposits, Process Transfers, and Print Checks), and import/export screens (Export Positive Pay File, Export XEFT Transactions, and Import ACH Deposits). See the Community post for more details.
Purge Data – data two years old or older can now be purged, provided it has already been archived.

Case Notes – we’re adding security options that, if enabled, would allow a user to edit and/or delete other users’ case notes. See the Community post for more details.