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PBS Version 12.08

Meet the Team

2022 Year-end Update

Year-End updates for v.12.08, v.12.07 and v. 12.06 are available, as well as new 2023 Federal Tax Table information. Please contact your Passport Partner for more information. If you are current on PUP, you are entitled to move up to a more current version and receive year-end update,

Bonus: Check out our Year End schedules, guidelines and webinars from our Training site.

Something to Put in Your Back Pocket 

Speaking of year-end, Peter Dalziel's latest Tips & Tricks addresses just that...

Here are some items that may not be on your agenda for closing the month or year, but you should remember (put in your back pocket) for future closing cycles. These are features/steps in PBS associated with closing a month and a year in an application like AP, but which we find that many people don’t bother with, even though the steps are quick and easy. None of these are truly critical but they provide feedback information and control on entered dates that can be useful. Read more

Create Unique Reports From Your PBS or CashPoint Data

Reduce or eliminate time spent manually creating special reports.

There are many different ways to develop unique reports with your PBS/CashPoint data. Join us for a webinar to see examples of reports created with commonly available tools like Excel and Access, and you'll be inspired to create your own!

Wednesday, January 25th at 1:00 Central Register Now

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ACA Compliance - If You Need to Report...

Our ACA Reporting Software streamlines ACA compliance management year-round to help customers avoid serious penalties, and it simplifies year-end reporting. Optional proxy filing is available to our ACA software customers.

ACA Full Service is the most comprehensive of our ACA reporting services. We do it all for you throughout the year, from ACA-related employee data management to electronic filing.

Watch Now - Simplify and Demystify ACA Reporting

We Couldn't Have Said it Any Better!

A fairly new customer to Passport, who is using PBS payroll and financials, wrote an enthusiastic letter, stating why she is thrilled to be using a true accounting system. She has some compelling advice for people who may be considering something else. Read more

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More Training Videos

We've told you about the Passport Training and Resource Site, but you are also able to view dozens of YouTube videos including helpful accounting procedures, ODBC connections, ACA requirements, making special reports, and a whole lot more.  Take a look - Passport's YouTube Page

Training and Resource Site

This site was developed for our PBS and CashPoint customers as a go-to place to find recorded webinars, accounting basics, monthly tips and tricks, and a whole lot more! If you haven't already, sign up now!




All PBS Modules

Just For Fun

Comfy, cozy recipes...

Fusilli with Sausage, Artichokes, and Sun-Dried Tomatoes

A simple pasta dish with spicy Italian sausage, fresh herbs, artichoke hearts and sun-dried tomatoes packed in oil. What's not to love?!

Get the recipe

Best Garlic Bread

Pasta and garlic bread are the perfect pairing! Here's a great recipe, but you can always grab it from the frozen section!

Get the recipe

25 Classic Winter Cocktails

Easy to make, not too many ingredients, and sure to warm the soul!

Get the recipes

Should you have any questions, comments or need to learn more about any of the topics above, please contact your Passport Partner.

Not sure who to call? Contact Marti Walt 800.969.7900 x103

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Passport Business Solutions, CashPoint, RealWorld, and PBS are trademarks or registered trademarks of Passport Software, Inc. The foregoing document: Copyright, Passport Software, Inc. © 2023. All rights reserved. SQL Server is a registered trademark of Microsoft Corporation in the United States and other countries. NCR Counterpoint is the property of NCR Corporation/Radiant Systems. Additional names of companies or products may be the intellectual property of their respective owners.