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Tips and Tricks for PBS and CashPoint
Tips & Tricks Videos are here           

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

          Download Tips and Tricks 31-45 pdfs (Zip file) ​

Download Tips and Tricks 46-60 pdfs (Zip file)

 

Tips and Tricks #1 - Graphical Interface (pdf)

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

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

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Tips and Tricks #4 - Contextual Help

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Tips and Tricks #5 - General Help

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Tips and Tricks #6 - User Setup and Custom Menus

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Tips and Tricks #7 - Protected Reports

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

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

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

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Tips and Tricks #11 - MySet

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Tips and Tricks #12 - MySet #2

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Tips and Tricks #13 - MySet #3

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Tips and Tricks #37 - More AP Techniques (pdf)

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

Tips and Tricks #38 - Accounts Payable Credit Card Payments (pdf)

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

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Tips and Tricks #39 - Backups Are Critical (pdf)

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Tips and Tricks #40 - Have You Considered a General Ledger? (pdf)

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Tips and Tricks #41-  To Err is Human (pdf)

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Tips and Tricks #42 - Something to Put in Your Pocket for Year End (pdf)

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Tips and Tricks #43 - Looking for What You Don't Know (pdf)

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Tips and Tricks #44 - Exploring the Unknowns - Part One (pdf)

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Tips and Tricks #45 - Exploring the Unknowns - Part Two (pdf)

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Tips and Tricks #46 - Security Options (pdf)

 

Tips and Tricks #47 - Security Options in Passport (pdf)

Tips and Tricks #48 - Non-Financial Data in GL (pdf)

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Tips and Tricks #49 - GL - Behind the Screens (pdf)

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Tips and Tricks #50 - Purchase Orders from OE Orders (pdf)

 

Tips and Tricks #51 - The Magic of Creating... (pdf)

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