September 2019
Chicago Botanic Garden
What's New
@ Passport
PBS v12.06.03 Updates
Hot fixes for PBS version 12.06.03 are now available for Accounts Payable, Accounts Receivable, General Ledger, Order Entry, Purchase Order, System, Customer Orders and Product Purchasing. The Accounts Payable hot fix was released in July. The other hot fixes are all new for August 2019.

See the details: Hot Fixes  

Please contact your Passport Partner for more information. Not sure who to call? Please contact Marti Walt - 800.969.7900 x103
PBS Year End Updates 

It's that time of year when PSI receives questions regarding updates for 2019 Year End.

Currently, we have not received any information of proposed federal changes, however, that window is still open.

We will remain on top of this and if anything changes, we will let you know. This information also applies to updates for PSI's ACA products.
Which PBS screens do you use?
Classic/Character Mode - I am a traditionalist
Graphical Mode - I grew up with a mouse in my hand
Toggle between Character and Graphical
Passport's New PDF Forms!
A new level of design for PBS forms!
  • Easily modernize forms in AR and OE. (PO, POS and Manufacturing CO to follow soon). 
  • Add logo images and change/add colors to "brand" the forms.
  • Responsive layout makes automatic adjustments to line spacing, font size and footer placement.
  • For Windows, SQL and Linux environments.
  • Available for PBS v.12.06 PUP-current PBS customers as an update.

PBS Sales and Use Tax Compliance

On June 21 st 2018, the US Supreme Court overturned the Quill decision, a nexus law established in 1992 and established a new kind of nexus, economic nexus as the law of the land- called the Wayfair decision. With the Wayfair decision, states are now legally empowered to require “remote sellers” (businesses with no physical presence in their state) to register and collect sales and use taxes and remit such taxes on the state’s schedule.

If you have not explored the impact this may have on your business, please call your accountant and do so asap, for your own sake.

In the meantime, here are some steps you can take right away to look at your economic nexus determination (usually last year sales totals and the state threshold) to see the states where you will need to comply.

  1. One of the first questions a business owner now needs to ask is "What were my total sales by state for 2018?"
  2. How many invoices (transactions) did we do in 2018 by state? Either of these could trigger economic nexus.
  3. You can also start to set up GL Accounts for each taxing authority and the tax codes to handle your transaction taxation.
  4. And maybe most important, if you sell to resellers or to not-for-profit exempt organizations, focus on cleaning up any lax areas of resale exemption certificate management. Make sure you have proper exemption and resale certificates, or other state forms as required by each state where your customers are located.

Watch a recorded webinar presentation on the Multi-State Sales and Use Tax.Please visit our blog page for more on this subject.
Resource and Training Site
Passport's Product Video Training and Resource Site was designed exclusively for the people who work with PBS everyday.

  • What's new in the latest versions
  • PBS training videos by module
  • Recorded training webinars as well as special topics
  • And many other quick tips and useful links

Did you know?
Passport offers multiple business solutions in conjunction with your Passport Business Solutions™

Best Kept Secrets of PBS
Did you know that Shift/F12 allows you to switch from Character to GUI (graphical user interface) or GUI to Character on the fly? This allows heads-down data entry at keystroke speeds, but also allows the much-improved navigation of the Windows environment available in the “Options” menu with multiple selections of items from that list, a true benefit of PBS GUI. If you are using PBS AP to select vouchers for payment in the GUI screen you know what an improvement this represents.       Read more
September Webinars
The Power of PBS SQL - Reporting Done Your Way
Make 2019 the best year yet for your company's growth and profitability.
You are cordially invited to attend this webinar to see how PBS SQL allows you to access and combine your business data into new reports tailored for your needs. Be able to see your company data the way you want to for a new level of business intelligence.
Presented by Ian Creswell, Passport's business intelligence and reporting advocate.
Wednesday, September 18th at 2:00 Central/3:00 Eastern   Register

All About ACA
Attend this webinar for all things ACA . Adam Miller, Passport's ACA Product Manager, will review ACA topics that can be confusing and vague, including:
  • Electronic Filing
  • Defining Full and Part time/Look Back Method
  • Safe Harbor
Tuesday, September 24th at 2:00 Central/3:00 Eastern   Register

Introduction to PBS Manufacturing Webinars
Learn how the  Passport Business Solutions Manufacturing  Series can:
  • Help you reduce inventory and improve on-time deliveries through better planning.
  • Increase the overall efficiency within your organization.
  • Provide you with extremely flexible reporting and access to the data within your business system.
Wednesdays at 12:00 Central/1:00 Eastern    Register

Our webinar events are offered in "mixed audio mode", meaning guests may listen via telephone, or via device speakers. To ask questions or comment verbally (instead of text), we encourage you to dial into the conference using our toll-free number contained in our event emails. 
Read Reviews or Leave a Review
Reviews are not just for restaurants or products you ordered from Amazon; they're for software, too! Please take a look at what other Passport customers are saying, and while you're there, feel free to add a review of your own.
Microsoft Windows 7 Support Ending
After January 14, 2020, Microsoft will no longer provide security updates or support for PCs running Windows 7.

You can keep the good times rolling by moving to Windows 10.  Learn more
Please Update Your Contact Information
We want to make sure that we have your most current information in our system. Please make any changes needed to help us keep your company’s contact information up to date for our newsletters and webinar notifications. Please send updated information to
Our New Obsession
Bacon Candy

Super easy and delicious!

1/2 cup packed light brown sugar
1 1/2 teaspoons chili powder
20 slices of thick-cut bacon (1-1/2 pounds)

Preheat the oven to 400°. Line 2 rimmed baking sheets with foil. In a small bowl, whisk the brown sugar with the chile powder. Arrange the bacon strips on the foil and coat the tops with the chili sugar. Bake for 20 to 25 minutes, until caramelized and almost crisp. Transfer the bacon to a rack set over a sheet of foil to cool completely.