RPM User Guide
Scheduled Deposits Update
Select Scheduled Deposits Update from the Utilities, Transaction menu to open the Scheduled Deposits Update screen. This screen is used to update a group of scheduled deposits.
Client type and support type filtering can be added for a user ID on the Users screen under the Security menu. If client types and/or support types are assigned to your user ID, you will only be able to update deposits for those types of clients. If no client types or support types have been assigned to your user ID, you will be able to update deposits for all clients. The top right of the screen will display Access Limited to assigned Client Types and/or Support Types if your user ID has been set up for client and or support type filtering.
Select Deposits
Select all deposits for a specific category. Only active deposits (with a next deposit date) will be shown. Use the
Filter/Sort menu options to further filter deposits to update.
Update Deposits
Once you have deposits displayed, enter the information that you want to automatically change. Automatically update any or all of the following: Category, Frequency, Deposit Amount, Next Deposit date. If you leave any of these items blank, the information will not be updated. The deposit amount will only be updated if you enter an amount greater than zero.
Update/Update All
Deposits can be updated manually on this screen or use the Update or Update All buttons to automatically update one or more deposits.
Click the Update button to the left of a deposit to update the information on that individual deposit. Click the Update All button to update all deposits shown on the screen. You will receive a prompt asking you to confirm the update before it is processed. The Last Updated date/time will be updated when a deposit is changed. The Update All button will be logged in the audit events as a Scheduled Deposits Update event. This can be viewed using Reports, Miscellaneous,
Audit Events.
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