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What's Happening

@ Passport

Helpful Quick Links

Training Site

Tips & Tricks


YouTube Videos

More Business Solutions


All PBS Modules

How do I find the PBS manual???

We hear this question all the time, so here you go...

This link will take you to the landing page for all of our PDF manual’s. Or, you can select the question mark button from the top of PBS, and it will launch the Administrative and User Documentation.

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You are able to access help from within PBS/CashPoint as well, which is done by either hitting ctl+F1. or clicking on the 'Help' tab, which on most pages, and in most fields, will launch a browser to show you help for that specific field and module. 

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Document Management

Document Management* is coming to PBS SQL and CashPoint v.12.08!


What does it do? Passport’s new eDocs™ for PBS and CashPoint allows you to easily store and retrieve your scanned invoices, purchase orders, emails, email attachments, and more directly from the PBS/CashPoint menu. The powerful search capabilities allow you to quickly locate your documents by vendor, PO#, or other key information.


What are the benefits? Document management makes companies more efficient. It reduces employee time spent hunting for documents, it virtually eliminates document loss, and helps to reduce paper consumption/costs.

Be on the lookout for an upcoming webinar invitation.


*Document Management is an automated system to receive, manage and store scanned documents, such as invoices, contracts, warranties, project specs, product safety sheets, and more in a database in a way that they can be easily and quickly located, retrieved and emailed or printed. 

Graphical or Character?

Here's how to do it...

No matter what is selected here, from almost every screen on the system that is available in graphical mode, the user can select to toggle from Character to Graphical or vice versa. There a few restrictions to this feature:

  • You may not switch modes when adding a record, or have a record selected in either mode.
  • If there are a sequence of screens, you may only make the change on the first screen, such as in Print checks and post in AP.
  • If you are using batches, you must select the batch first. When you get to the main screen, select and you will have to re-enter the batch number to return to the main screen.
  • If you are restricted to View only per the settings in MySet, the user may only view the screen in Graphical mode.

Did You Know?

By staying current with your annual PUP payment, you have total access to all Training Videos on the Passport Training and Resource site. PBS module training helps you to take full advantage of the power and flexibility of PBS software, allowing you to work faster and more efficiently without losing accuracy. Plus, training will help reduce support costs.. We invite you to sign up today.

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And now a message from Support...

Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Back up! Got it??

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ACA Compliance - We Make it Easy

Ease the burden of ACA Compliance and Reporting with our ACA solutions:

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.

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Windows 11

Please hold the line with installing Windows 11. Once we have tested and certified that PBS/CashPoint are compatible with Microsoft Windows 11, notifications will be sent out. Our third party runtime provider must certify compatibility in order for us to support this new version. 

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April Webinars.

You Can Create Special Reports with Your PBS/CashPoint Data

In this webinar, Ian Creswell, Passport's Reporting Advocate and Peter Dalziel, VP of Customer Care will provide simple report examples and suggestions to inspire your creativity. Webinar guests are invited to comment and ask questions!

Wednesday, April 13th at 2:00 Central Register Now

Introduction to Manufacturing

Make 2022 your best year yet with:

  • Better inventory management
  • Better production scheduling
  • Better cost tracking
  • Improved order fulfillment 

Presented by Ian Creswell, Passport's PBS Manufacturing Product Manager. Guests are invited to comment and ask questions. Learn more about PBS Manufacturing.

Wednesdays at 12:00 pm Central Register Now

Just For Fun

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Spring has Sprung!

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Pistachio Crusted Salmon with Shaved Asparagus Salad

This recipe just screams spring, and super easy to put together! It makes an impressive entrée and looks like you slaved all day over it! And I'm thinking a crisp, chilled white wine - yum! Get the recipe

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20 Fresh Spring Cocktail Recipes

Time to lighten things up and that means drinks featuring fresh ingredients, including herbs and fruits. 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. © 2022. 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.