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Recent Passport Webinars                       Visit Passport's Webex site to sign up for upcoming webinars.

 

Here are links to recent Passport Webinar recordings:

Reporting

Reporting Done Your Way! (10 mins)

Let us inspire you! In 10 minutes we'll highlight how you can have your reports done your way and why that's so important.


Passport's Tips & Tricks Series

T & T #1 29:42 mins

Getting the most out of PBS's graphical user interface.

T & T #2 46:52 mins

Getting the most out of PBS's graphical user interface - continued, including Contextual Help - quick and easy access to help from right where you're working in PBS.

T & T #3 38:22 mins

Printing to Disk and Where it Goes From There.

A review of printing to disk with discussion of Journal numbers, audits and other tracing functions.

T & T #4 51:46 mins

Printing to Disk (continued)

A review of printing moving toward the concept of “printing” as creating documents which are useful in a number of ways. 

T&T #5 44:07 mins

T-Charts and Costing. 

T-Charts (also called Bar-Charts) make it possible to see all additions and subtractions (debits and credits) to accounts visually so GL distribution transactions can easily be tracked.

T&T #6 33:26 mins

MySet provides the option to set default values for sort-by fields on list boxes, field defaults for reports, and, for Administrative users, to designate View-only screens for General users.

T&T #7 32:10 mins

Security in PBS and CashPoint - Part 1

T&T #8 51:25 mins

Security in PBS and CashPoint - Part 2

Webinar pdf

T&T #9 68:21 mins

Purging - The Great Debate

​Webinar pdf

T&T #10 - Intro 1:51 mins

T&T #10 - Part One 33:53 mins

A Brief Look at the Year End in PBS and CashPoint

Webinar pdf

T&T #11 - Part 2

A Brief Look at the Year End in PBS Accounts Payable and Payroll 37:36

Webinar pdf

 

Document Management 

Document Management for PBS and CashPoint - PBS eDocs! 31:13 mins

Storing electronic versions of important documents makes locating critical records easy and efficient. PBS eDocs is fully integrated and will help you save time and work more efficiently.

In addition to invoices and statements, many other types of content may be scanned and stored, i.e., contracts, emails with attachments, purchase orders and more. Records can be emailed or printed as needed.

Presented by Ian Creswell, Passport's Technology Ambassador.

Manufacturing

Is PBS Manufacturing Right for You?

A thoughtful review of key points to consider when choosing a Manufacturing business system.

PBS Manufacturing Snapshot 6:00 mins

  • Improve visibility of your entire operation

  • Track and control inventory and purchasing

  • Manage scheduling more profitably

  • Provide personnel with the tools they need to increase efficiency

 

 

* CashPoint is Passport's integrated accounting solution for NCR Counterpoint. 

**AcuXDBC is an optional add-on tool that enables PBS users to access and display their PBS data in popular Microsoft Office applications such as Access and Excel, as well as Crystal Reports. For more information, please contact your Passport Partner, or Passport Software at 800-969-7900 x103.

 

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