Upgrade changes – Version 6.0.9

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

General System

• Documents – “Edit” button renamed to “View” to clarify its purpose. This applies to documents linked to clients and to transactions.
• ZIP code autofill – entering a ZIP code now automatically fills in the corresponding city and state. This applies to address fields throughout the system. See the Community post for more details.

Audit

• Account number changes – new audit events added for changes to client and vendor XEFT account numbers, client bank account numbers, and mass account numbers.

Clients

• Budget – added new fields (from/pay to, subcategory, and notes) to budgeted income and expenses. See the Community post for more details.

Import/Export

• Export XEFT Transactions – added Report button to display transactions selected to export.
• Export XEFT Transactions – added “Transactions Not Exported” table to the screen. See the Community post for more details.
• Export XEFT Transactions – transfer transactions between accounts are now exportable. See the Community post for more details.

Transactions

• Details – added View Related button to Transaction Detail screen. Clicking the button will take you directly to the details screen for the related transaction. See the Community post for more details.
• Frequency – new “Weekly Exclude 5th” frequency to allow transactions to be scheduled for only the first four weeks of any given month. See the Community post for more details.
• Payment methods – descriptions added to payment method dropdown lists wherever payment methods are selectable.
• Transfer format – reformatted Schedule Xfer tab on Clients screen and Enter Transfer on Transactions screen. See the Community post for more details.
• Transfer function – added ability to transfer funds between categories and subcategories for the same or different clients. See the Community post for more details.

Reconcile

• Add New – new button opens screen where you can begin a new reconciliation. See the Community post for more details.
• Additional columns – we’ve included the transaction category, subcategory, and notes on the screen for both payments and deposits.
• All, Payment, and Deposit tabs – switching between tabs expands your view of additional columns on the screen. See the Community post for more details.
• Completed date – the completion date and time display on a finished reconciliation.
• Completed statements – when using “Select Statement Ending” dropdown, select a completed statement to view the beginning balance, cleared balance, ending balance, and remaining difference for that statement when it was completed, along with reconciled items and cleared counts and subtotals for payments and deposits. See the Community post for more details.
• Delete button – button added to allow deletion of a statement that was created mistakenly. This button is not available for completed statements without editing and unreconciling all transactions first.
• Details button – added to payment and deposit records on the Reconcile screen. Allows easy access to the Transaction Detail screen for a given transaction.
• Edit – button added to allow changes to a completed reconciliation. See the Community post for more details.
• Unreconcile All – new button available to remove all reconciled transactions when editing a previously completed reconciliation.

Reports

See the Community post for more details on report changes.

Balances

• Average Daily Balance – added optional “Client” selection to allow reporting on average daily balance of specified client.
• Balances on Day of Month – added average balance across all months in the selected date range.

Clients

• Client Count on Day of Month – added average client count across all months in the selected date range.

Transactions

• Scheduled Payments – added optional “Vendor” selection to allow reporting on scheduled payments to the specified vendor.
• Unprinted Checks – added subcategory to report. This also applies to the Checks Selected to Print report accessible from the Print Checks screen.

Transactions By Client

• Simplified heading information on reports intended for clients, including the following: Client Statement, Client Statement (Detail), Client Statement By Subcategory, Actual Vs. Budget Totals, Actual and Projected Vs. Budget Totals, Actual and Projected Detail, Budget Detail, Projected Balance Detail, Transaction Detail, Transaction Totals, Transaction Totals By Group, and Archived Transactions
• Budget reports
  • Budget report renamed Budget Summary.
  • Budget Detail report added, which includes additional fields added to budgets (from/to, subcategory, and notes).
  • Option added on budget reports to hide annual totals, allowing you to run the reports with only monthly information.
• Scheduled Payments By Client – new report showing clients’ scheduled payment items.
• Transaction Detail – added optional “Subcategory” selection to allow reporting on transactions with specified subcategory.

Users

• View Cloud Users – button added to Users screen to allow access to a current list of your RPM Cloud users.

Utilities

• Check Layout – option added to print the account name on checks. See the Community post for more details.
• Transaction – utilities reorganized into Posting, Scheduling, and System subsections. See the Community post for more details.

Changes in previous versions:
Version 6.0.8
Version 6.0.7
Version 6.0.6
Version 6.0.0 – 6.0.5
Version 5.0.4 – 5.1.1