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Tips and Tricks for PBS and CashPoint 

Download Tips and Tricks 1-15 pdfs (Zip File)    
Download Tips and Tricks 16-30 pdfs (Zip File)  

Tips and Tricks #1 - Graphical Interface (pdf)

Tips and Tricks #2 - Say Goodbye to Having to Come Back to the Main Menu 

Tips and Tricks #3 - System Features You Want to Know About

Tips and Tricks #4 - Contextual Help

Tips and Tricks #5 - General Help

Tips and Tricks #6 - User Setup and Custom Menus

Tips and Tricks #7 - Protected Reports

Tips and Tricks #8 - Print to Disk and Posting Reports/Journals - Part 1

Tips and Tricks #9 - Print to Disk (P2D) and Posting Reports/Journals - Part 2

Tips and Tricks #10 - What Version Am I On?

Tips and Tricks #11 - MySet

Tips and Tricks #12 - MySet #2

Tips and Tricks #13 - MySet #3

Tips and Tricks #14 - Accounts Receivable Viewing and Managing Open Items

Tips and Tricks #15 - Accounts Receivable - Cleaning Up AR Open Item Issues

Tips and Tricks #16 - Accounts Receivable - Cleaning Up AR Open Items Issues Part 2 (pdf)

Tips and Tricks #17 - General Ledger Account Files (pdf)

Tips and Tricks #18 - PDFs Instead of Printing (pdf)


Tips and Tricks #19 - More on PDFs (pdf)

Tips and Tricks #20 - PDFs, Reports and Forms (pdf)
 

Tips and Tricks #21 - Usage of Dates in PBS (pdf)

Tips and Tricks #22 - PBS Print to Disk and Archiving (pdf)

Tips and Tricks #23 - PBS and CashPoint Version Numbering (pdf)

Tips and Tricks #24 - Purging - How Scary Should It Be? (pdf)

Tips and Tricks #25 - Purging in Accounts Payable (pdf)

Tips and Tricks #26 - Purging in Accounts Payable - Part 2 (pdf)

Tips and Tricks #27 - The GL Aspects of Inventory and Order Entry (pdf)

Tips and Tricks #28 - GL Distribution(s) from IC, PO and OE - Part 2 Q & A Final (pdf)

Tips and Tricks #29 - PBS and CashPoint Printing-A Review (pdf)

Tips and Tricks #30 - Technical Information on Cloud-Based Systems and Printing (pdf)

Tips and Tricks #31 - Considerations Concerning In-House Payroll vs a Payroll Service (pdf)

Tips and Tricks #32 - Archiving the GL and Changing Fiscal Years - Part I (pdf)

Tips and Tricks #33 - Two New Payroll Features for Year End (pdf)

Tips and Tricks #34 - Changing GL Fiscal Years (pdf)

Tips and Tricks #35 - Back to AP Basics (pdf)

Tips and Tricks #36 - Accounts Payable Basics - AP Basics Part 2 (pdf)

Tips and Tricks #37 - More AP Techniques

Tips and Tricks #37 Appendix - Practical Points, Notes and Examples

Tips and Tricks #38 Accounts Payable Credit Card Payments

Tips and Tricks #38 Appendix - Accounts Payable Practical Hints and Worked Examples