Helpful Links

If You Use ACH - Get Ready for New Regulations

A Passport Partner asked John Miller, Passport's President, about a message that her client received from their bank regarding ACH regulations.

John's reply: ACH is becoming much more popular since the uptick in mail fraud in recent years along with the technology to alter paper checks. Also, ACH fraud is increasing. As a result, many banks are looking at their liability. Read more

Important ACH Changes for Payroll and AP Blog

From Nacha's website:

New Rules Effective March 2026 - Originators Need to Get Ready Now

April Showers Bring... Webinars!

Reporting Your Way - Learn how to maximize reporting options using your SQL system or by adding AcuXDBC to produce reports that fit your company's unique requirements, Wednesday, April 8th

PBS eDocs - A fully integrated document management system designed for PBS™ SQL and CashPoint. Wednesday, April 15th

Passport CloudSave - A secure, user-friendly backup solution designed for PBS. Wednesday, April 22nd

This is Manufacturing! Specifically designed for smaller manufacturers and distributors that have some light manufacturing.. Wednesdays at 1:00 CT

Save the dates! Invitations will also be sent out separately. You are able to view the webinar calendar anytime. If you are unable to attend, recordings are available shortly after the webinar airs: Recorded Webinars

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.

PBS Version 12.06 Will No Longer Be Supported for 2026

Which also means that Year-End updates will not be available. Please make sure that you are on version 12.07 or above. Even better - update to version 12.09 to ensure that you have all the latest features and enhancements.

Does Your Company Need ACA Compliance?

There's still time! March 31st is the deadline to electronically file Forms 1094-C and 1095-C. If you have Passport's ACA software, Passport can proxy file on your behalf.

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

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

Spring has Sprung!

43 Spring Appetizers

If you're hosting Easter, or any party this spring, I'm sharing a link that I just came across. From hot to cold, easy to more involved, they've covered just about anything that you can think of. and recipes that you never even thought about. Enjoy!

Get the recipes

Italian Shrimp and Asparagus Farfalle Pasta

Spring-time always makes me think of asparagus, and this dish is a perfect segue from winter to spring. Added bonus... it can be served hot or cold!

Get the recipe

Strawberry Spinach Salad

Strawberries are coming into season big time! So many ways to use them, especially for desserts, but here's a classic salad, that you can really change up any way that suits you!

Get the recipe

Best Spring Cocktails

Most of these are really easy to make, with a minimal amount of ingredients, and some new spins on old classics. And most of these can be made as mocktails, too! Enjoy!

Get the recipes

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.