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Upgrade changes – Version 6.1.0

Updated

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.

Clients

  • Status – newly customizable status options to track pending, closing, and suspended clients. See the Community post for more details.
  • Disabilities – tab name changed from “Impairments,” plus addition of date and notes. See the Community post for more details.

Import/Export

  • Export XEFT Transactions: Templates – added templates to save customized export settings and switch between them at any time. See the Community post for more details.
  • Export XEFT Transactions: Update Dates – new screen that allows updating all XEFT transaction dates prior to exporting. See the Community post for more details.

Transactions

  • Amount columns – separating the single “Amount” column into two side-by-side “Payment” and “Deposit” amount columns. This applies to the Transactions screen and the View Trans tab of the Clients screen. See the Community post for more details.
  • Frequency & Day(s) – new “Twice a Month” frequency to allow transactions to be scheduled for two specified days of the month. See the Community post for more details.
  • Frequency descriptions added to frequency dropdown lists wherever recurring transaction frequencies are selectable. See the Community post for more details.
  • Non-modal screens – added ability to open and switch to other screens while entering/processing transactions. See the Community post for more details.
  • Print Checks: Update Dates – new screen that allows updating all check transaction dates prior to printing. See the Community post for more details.
  • Scheduled Payments – reorganized certain fields and checkboxes for better flow. See the Community post for more details.
  • Subtotals – added Subtotal buttons to monetary amount columns to automatically total currently displayed transaction amounts. Applies to the following screens: Transactions, Reconcile, View Trans tab of Clients, & View Vendor Transactions. See the Community post for more details.
  • Transfer format – added additional Help notes to the screen to clarify the “payment from” and “deposit to” sides of a transfer currently being entered.

Reconcile

  • Audit Report button – added button to quickly view all audit events for a statement. See the Community post for more details.
  • Documents tab – new tab where documents can be attached/linked to particular statements. See the Community post for more details.
  • Notes tab – new tab where notes can be typed for particular statements. See the Community post for more details.
  • Reconcile Range – select any transaction type, not just a payment method, for clearing a range of transactions. See the Community post for more details.

Reports

See the Community post for more details on report changes.

Clients
  • Budget Amounts – Expenses – added query option to report.
  • Budget Amounts – Income – added query option to report.
Transactions
  • User ID selection added to allow reporting on groups of transactions by the user who entered/processed them. Includes the following reports: Transactions By Date, Transactions By Category, & Transactions By Payment Method.
Transactions By Client
  • Reports will now be numbered individually by client. This applies to the following reports: Client Statement, Client Statement (Window Envelope), Client Statement (Detail), Client Statement By Subcategory, Actual Vs. Budget Totals, Actual and Projected Vs. Budget Totals, Actual and Projected Detail, Budget Detail, Budget Summary, Projected Balance Detail, & Transaction Detail.
  • Moved the Withdraw & Deposit columns to the right next to the Balance column on all Client Statement reports and queries. This includes the following: Client Statement, Client Statement (Window Envelope), Client Statement (Detail), & Client Statement By Subcategory.
Case Notes
  • Last Contact Date – added User ID selection to criteria; also added user who last contacted client to report & query.
Miscellaneous
  • List Maintenance – added Status list to report.
  • System Setup – new report displaying currently selected System Setup options.
Audit
  • Audit Events By Client – added query option to report.
Custom
  • Status Group column included alongside Client Status to report on open/closed status groupings.

Security

  • Idle timeout – RPM will now automatically close after 4 hours of inactivity.

Utilities

  • Bank Fee Posting – transaction type for fee transactions will be changed from EFT to Debit.

Changes in previous versions:
Version 6.0.9
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