30394600_edited
7253437_edited
Picture15_edited
accountant_edited

Back to Tips and Tricks for PBS and CashPoint

Tips and Tricks #10 - What version am I on?

(Download PDF)

How can you determine what version of Passport Business Solutions or CashPoint  you are running, or provide license information and a list of modules, without interrupting what you are doing?

For example, this can happen when needing support and you are in the middle of a big batch of AP Vendor Invoices. You would prefer not to get interrupted but of course, as luck would have it, they call right at that moment and you need to take the call…

The first thing support is likely to ask is “what is the version of the software you are on?”  Rather than closing the batch and logging out of PBS to locate this information, you simply do the following:

 

  • Click on the Help function at the top of the screen in the Windows type drop-down menus:

 

  • Select PBS Version control

You will see something similar to the following (depending on the actual version you have):

 

This is a scroll-able screen displaying all of the version numbers/applications licensed.

Other useful information that this Help screen includes is ‘PBS License’ information and dates. The screen below  gives you a list of all of the modules licensed:

Back to Tips and Tricks for PBS and CashPoint

(c) 2020 by Passport Software, Inc.


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