Verdict

Data flow that makes sense, accurate accounting, and a trail of all posted transactions. fits a variety of industries, including manufacturers, wholesalers, retailers, and CPSs. allows entry panels that are both graphical and character-based for all user requirements.

SQL-based for simple data mining and reporting to Access, Excel, or any other ODBC-capable program. designed for on-premise use but can also provide worldwide access when running on a cloud platform like Microsoft Azure. The best accounting program I have ever seen or used! Excellent assistance is offered through regional dealers across the country, backed by a direct-access central support organization.”

What Do We Like? 

  • Strong accounting software at the professional level that works for a variety of enterprises and industries
  • Software updates ensure compliance with federal regulatory reporting requirements, such as the Affordable Care Act and Sales and Use Tax management and reporting. 
  • The software is also simple to use, has excellent support, and is affordable for small businesses.
  • On-premise gives you more control

What Can Be Improved? 

  • No tech support 
  • Lack of user instructions 

Overview Description

Business Software, ACA Software - Passport Software
Source: Pass-port.com

PBS Accounting is a powerful accounting program at the professional level that fits a variety of enterprises and expands with your business. For NCR Counterpoint, the CashPoint version serves as the back-end accounting.

You have access to flexible, real-time reporting that provides business analytics and decision support data.

Observances of legal regulations, such as the Affordable Care Act and the management and reporting of sales and use taxes.

Simple to use, excellent live help from the US, and reasonably priced for small enterprises. On-site applications.

Passport Features 

  • Invoices Payable

You may maintain accurate records of your suppliers, vendors, and costs by keeping track of payment deadlines, possible discounts, and sums owed to creditors. Positive Pay supports fraud prevention strategies.

  • Receivables Accounts

keeps track of consumer debt. locates past-due bills and enhances cash flow. The ability to create estimates, basic bills and elaborate invoices with unlimited notes allows you to explain the specifics of the goods delivered and the services provided. manages a variety of tasks, including the processing of sales taxes and finance charges.

  • Reconciliation Check

One of the most crucial financial controls for any firm is reconciliation. automatically receives deposits and checks from the PBS Payroll, Accounts Payable, and Accounts Receivable modules. Distributions from checkbook transactions, including interest earned, bank charges, etc.

  • Ledger General
What Is a General Ledger? - Passport Software
Source: Software Connect

In order to decide and make plans for the future, consider the “big picture.” complete information is provided for financial analysis and control. Create financial statements that show equity, assets, liabilities, and profit or loss. supports numerous businesses and cost centers.

  • Inventory Management
screenshots

Inventory management keeps track of stock to maintain ideal levels. produces thorough data on inventory valuation, quantities committed and on hand, and the flow of sold items. You may improve processes and increase profitability by fulfilling orders more quickly and precisely.

  • Job Price

gives you the resources you need to keep tabs on the expenses, earnings, and profits connected to individual jobs and sub-jobs. There are reports available that tabulate and analyze costs, contrast actual costs with planned or expected prices, and monitor task billings and payments.

  • Entry of Order
Mobile Sales Order App | Passport Software Inc.
Source: Passport Software

Order Entry rapidly and accurately processes customer orders. comprises the calculation of discount levels, immediate client information, and inventory verification while placing orders. characteristics for lot control, multiple warehouses, and multiple stocking units are tracked and processed. incorporates PBS MobilityTM.

  • Payroll

Comprehensive internal payroll management software that is simple to use. Flexible options enable compliance with federal, state, and local payroll regulations while accommodating a variety of payroll needs. maintains employee information, manages deductions, calculates taxes, and produces payroll checks. dispenses with the need to manually prepare tax information.

manages personnel paid daily, weekly, biweekly, monthly, and quarterly, as well as hourly and salaried workers. Within a pay period, multi-state/multi-city payroll is possible. Prorated across states and/or localities are fixed earnings, 401(k) and fixed before-tax deductions.

Purchase Request

Aids you in ordering products and services from suppliers. Prints Excess of Quantity Ordered Reports, Follow-Up Past Due Shipments Reports, and Expedite Shipment Reports.

  • Analysis of Sales

To help your management and planning decisions, quickly identify your greatest customers, best-selling goods and services, effective sales representatives, and strong sales regions.

  • Selling Point

Passport’s Point of Sale provides user permissions, access restrictions, and single screen transaction entry for distributors or smaller retail enterprises with counter traffic. It is simple to use and learn.

PBS Accounts Receivable and Inventory Control are necessary for Passport’s Point of Sale. Additionally, it can connect to Accounts Payable and Sales Analysis.

Passport Pricing 

PBS Accounting has these pricing plans:

Starting from: $995.00

Pricing model: One Time Licence

Free Trial: Available/ (No Credit Card required)

Pricing Review: 

We switched from pre-printed invoices to laser-printed invoices. This results in huge cost savings, and they look great.” 

Ease of Use: (5/5)

User review: Paying at the end of the month is significantly less stressful. In order to invoice for the previous month, we used to have to set the time back on our server. The new virtual server we were forced to switch to when our old server crashed made that more difficult to accomplish. We now have improved cash flow and quicker payment. Customer service at Passport is excellent. They respond to me soon away and follow up with me until the issue is resolved if I have a problem. It helps because I get to talk to the same individual every time.

Customer Support (⅗)

There are mixed reviews about customer support. While some believe that the software provides excellent tech support, others believe this area could see some improvement. 

Value For Money (5/5) 

At 995$, the number of features that a passport provides can be a relief for your employees and hence is indeed value for money 

FAQ 

What Other Apps does Passport Integrate with? 

PBS Accounting integrates with the following applications:

NCR Counterpoint 

What Level of Customer Support Does Passport Offer? 

PBS Accounting offers the following support options:

Phone Support, Email/Help Desk

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