Year End Resources | passport-training

Year End Reporting Resources
Note: The upcoming Year End update update will be the final update for PBS v.12.04.
PBS Year End 2018 Video Training - Introduction and Part 1

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(Note: State tax info has been updated and correct data is shown on screen)

PBS Year End 2018 - Part 2

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PBS Year End 2018 - Part 3

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Guidelines and Schedules:

(Note: These are intended as examples, not formal procedural documents.
Please consult your own internal policies to design the appropriate actions
for your company.)

Month End Maintenance Schedule (pdf)

Purging Schedule Guide (pdf)

General Year End Webinars:

Wrapping up the Year in PBS and CashPoint - presented 12.19.17

Re-edited into 2 parts:

Part l - Software changes related to year end. 22:25 mins

https://www.screencast.com/t/OopuE120H

Part II – Year end closing topics. 37:00 mins

https://www.screencast.com/t/RCWLHbKU7QPj

Passport Software ACA Compliance Management Software - Year End Reporting Review

presented 12.14.17

Closing the Year in PBS - presented 01.23.14