Helpful Links

Need to Get Smarter about Your Software?

Recently, a Passport customer reached out about learning more about the software. She said that she's been using PBS for many years, and it works fine, but she feel that's she's not taking advantage of all the functions that are available.

Bingo! If this sounds like you, here are some tips:

• Visit our website to see what we offer, and what’s available
• Our Training Site has a lot of good things for people who use the software. You will need to create a login, and wait for approval There are training videos of each module, accounting tips, webinar recordings, etc..
• When working in PBS, there is a help button on the top tool bar, which will take you to the manual
• Attend webinars

Is There a Certain Topic You Need Help With?

There could be a webinar for that! Send us your ideas, pain points and/or topics that you would like to see addressed, and we will do our best to accommodate you. Contact Us

Is Your System Backed Up Securely?

Passport CloudSave™ is a robust cloud storage and backup service designed not only for Passport Business Solutions™ (PBS) and CashPoint™, but for any Microsoft SQL database or directory on local or mapped drives.

• Comprehensive Backups: Seamlessly back up Microsoft SQL databases (PBS SQL/CashPoint), PBS Vision systems (PBS Windows), and any other local network directories.
• Automated Scheduling: Leverage the Windows Task Scheduler to run backups on a customized schedule that fits your clients’ business workflow.
• Enhanced Security: All backups include built-in encryption to prevent unauthorized access. Read more

Interested? Join us for our next CloudSave webinar on July 15th. Save the date and watch for the webinar invitation. Or here's a recording of last week's webinar.

Add-A-Module

Expanding your system is easy! One of the most overlooked modules for Accounting is Check Reconciliation. In fact, the purchase of Check Rec kept a company's Accounting Manager from quitting!

Another popular option is AcuXDBC - an add-on product for Vision users that provides direct, read-only access to your PBS™ data files, allowing you to create unique reports with tools like Microsoft Access®, Excel®, and Crystal Reports. Read a review from a fan!

Training & Resource Site

Passport has created a site just for the people who use Passport and or CashPoint. What's in there? A few highlights include:

• Training by Module
• Accounting Basics
• Tips & Tricks - Lots of excellent info on this page. You can also view recordings which elaborate on some of these tips.

Take a 5 minute tour: Overview of Passport Business Solutions Training Site

Does Your Company Need ACA Compliance? Passport Makes it Easy!

Whether you are currently using our software, or not, our ACA software is available for tracking, and generates the forms to submit electronically.



Even easier - we also offer our Full Service, where we do it all! Learn more about our ACA Software and Services

Take a look - it's really this easy: From Spreadsheet to Ready to File in 10 Minutes

Updated PBS System Requirements

Passport has successfully tested Windows Server 2025, and MS SQL Server 2025, so you are good to go on installations of PBS, PBS Manufacturing and CashPoint.

Contact Updates

To ensure that the correct people in your company are receiving our emails, please notify us of any changes so that the appropriate person gets the appropriate emails. Send updated info to psi@pass-port.com. Thank you!

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 - 847.729.7900 x103

Summer is Here and the Livin' is Easy!

Chicken Lettuce Wraps

Love, love, love anything with peanut sauce, but you can really customize this to make it anything that makes you happy! Not much prep and everything comes together in about 1/2 hour, including cooking time! Perfect summer meal!

Get the recipe

Summer Garden Pasta

If you love cherry tomatoes, or if you grow them in your garden and are drowning in them, this is a fabulous use of them. This comes together super quick and is quite elegant without even trying!

Get the recipe

Best Summer Cocktails

Summer is the best time for fun in the sun and we've got you covered with some really refreshing cocktails! These all sound delicious and are pretty easy to make. Perfect for sitting in the warm sunshine, preferably by a pool! Even if it's a kiddie pool!. Enjoy!

Get the recipes

Because it's Summer!

This is kind of fun - Where To Find The Best Farmers Market In Every State. The official start of summer on June 21 means it's a great time to visit your local farmers market. Tasting Table has rounded up the best markets in each state, with many markets peddling unique local specialties.

Your Editor: Marti Walt. Please feel free to contact me with suggested content and comments. I would love to hear from you! 847.729.7900 x103

Passport Business Solutions, CashPoint, RealWorld, and PBS are trademarks or registered trademarks of Passport Software, Inc. The foregoing document: Copyright, Passport Software, Inc. © 2026. 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.