Labor Day Schedule

Passport’s offices will be closed Monday, September 4th, for the Labor Day holiday. Our offices will re-open for business on Tuesday September 5th.



We wish you an enjoyable Labor Day!!

Add-a-Module

Would adding Check Rec, or General Ledger, or Payroll make your life easier? Passport offers many accounting, distribution and retail options to help round out your business needs. Check out all the PBS modules that Passport has to offer.

Fraud 101

Think that you could never be a victim of accounting fraud? Guess again! Larry Kwiat, a Passport Partner and a forensic accountant, reveals some amazing scenarios of outright theft from people who they thought could be trusted. Take a look.

Accounting for NCR Counterpoint

CashPoint is Passport's powerful MS SQL GAAP-compliant accounting solution which provides excellent integration with NCR Counterpoint.

CashPoint offers:

• Accounts Payable, including PBS eDocs document management
• General Ledger
• Check Reconciliation
• Multi-Store and Multi-Company with consolidations
• Data migration path from RealWorld and Basic Accounting
• Optional apps for Payroll and ACA reporting compliance
• Knowledgeable training/consulting/support services
• Learn more about CashPoint

Please contact your NCR Reseller or Passport Software, Inc for full details and pricing.

Important ACA Announcement

Regulations section 301.6011-2 was amended by Treasury Decision 9972, published February 23, 2023, which lowers the threshold to 10 for which employers must file certain information returns electronically, including Forms W-2, W-2AS, W-2GU, W-2VI, and Form 499R-2/W-2PR (collectively Forms W-2), but not Form W-2CM.

The new threshold is effective for information returns required to be filed in calendar years beginning with 2024. The new rules apply to tax year 2023 Forms W-2 required to be filed by January 31, 2024.

PBS customers who use the ACA Essentials will need to upgrade to ACA Corporate as you are required to file electronically if you file more than 10 forms, covering an aggregate of W-2’s, 1099’s, ACA 1094/1095’s etc.

Questions? Please contact your Passport Partner or Marti Walt 847.729.7900 x103

So.... You're Working in PBS and Get Stuck

Don't panic - there are some quick ways to get help. While working within PBS, you can click on the Help button on the top, in the tool bar. That will take you to the field that you are working in.

If you are not working within a specific module, you can click on the question mark icon on the tool bar at the top, which will open up a guide to documentation for all modules.

Still Need Help?

You've looked at the manual and the documentation till your eyes have glazed over, and you still need help. There are tons of videos and helpful tips on the Training site, as well as our YouTube page. 

Good To Know

Another Passport Partner, Paul LaFlamme, President and CEO of Centrend, Inc., shares helpful IT tips, via email and montly newsletters. We all have cell phones, and Paul has some good advice:

"Your smartphone might be the most important piece of technology you own. Your life is in there: online banking, getting directions, making payments, private texts, personal photos, and calls. 

That’s why you have to make sure it’s as secure as possible – and one of the ways to do that is to make sure you aren’t using an outdated phone. See more

Customer Reviews - Tell Us What You Really Think!

Not just for Amazon or restaurants, customer feedback for software is extremely important, and we would appreciate your help!

Please take a moment to fill out a quick form: Capterra Review. Here's your chance to let us know how we're doing!. Thank you!

Or you may email your comments directly to [email protected].

It's the Lazy, Hazy Days of Summer

Pesto Zucchini Noodles with Roasted Tomatoes and Grilled Chicken

What better way to use the best veggies of the season right out of your garden, or from the Farmers Market?! This recipe is absolutely summer in a bowl! Easy and delicious - what's not to like?!

Get the recipe

Grilled Bread Recipes

It's too hot to turn on the oven, so why not throw some bread on the grill, while you're cooking the chicken? A perfect side for the above recipe.

Get the recipes

Beat the Heat with Summertime Cocktails

Late summer cocktails: 17 easy drinks recipes – made with four ingredients or fewer!

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

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.