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Tips and Tricks for PBS and CashPoint 

Download Tips and Tricks 1-15 PDFs (Zip File)

Tips and Tricks #1 - Graphical Interface

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)

(c) 2020 by Passport Software, Inc.


Passport Software, Inc.  I  181 Waukegan Rd  #200  I  Northfield, IL 60093  I  800-969-7900

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