Passport 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.
Table of Contents
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
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
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
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 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: $995.00
Pricing model: One Time Licence
Free Trial: Available (No Credit Card required)
Overall Review
Ease of Use: (5/5)
User review: Paying at the end of the month is significantly less stressful. To invoice for the previous month, we used to have to set the time back on our server. The new virtual server we were forced to switch to when our old server crashed made that more difficult to accomplish. We now have improved cash flow and quicker payments. Customer service at Passport is excellent. They respond to me soon and follow up with me until the issue is resolved if I have a problem. It helps because I get to talk to the same individual every time.
Customer Support (3/5)
There are mixed reviews about customer support. While some believe that the software provides excellent tech support, others believe this area could see some improvement.
Value For Money (5/5)
At 995$, the number of features that a passport provides can be a relief for your employees and hence is indeed value for money
Verdict
Passport offers a seamless data flow, accurate accounting, and a clear trail of all posted transactions, making it an excellent choice for a variety of industries, including manufacturing, wholesale, retail, and CPSs. It supports both graphical and character-based entry panels, catering to diverse user preferences. The SQL-based system simplifies data mining and reporting, integrating easily with tools like Access, Excel, or any ODBC-capable program.
Primarily designed for on-premise use, Passport also provides global access when deployed on cloud platforms like Microsoft Azure. The software’s comprehensive features, paired with stellar regional dealer support and direct-access central assistance, make it one of the best accounting solutions available.
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
FAQs
What 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
