This chapter contains the following topics:
PBS System Documentation Organization
The PBS System documentation contains general information on how to use your Passport Business Solutions system. This documentation also serves as the User documentation for the System Manager or CTL module. The System Manager supports all the other installed modules.
The chapters of this documentation are informally grouped into the following:
|
For information on this group |
Refer to chapters |
|
Getting Around and Running Passport Business Solutions |
2 - 4 |
|
Menu Selections |
5 - 16 |
|
Appendices |
A - C |
The chapter topics are described below:
This section describes the style of Passport Business Solutions screens. To run your system you do not have to know in detail everything that is described here. Still, you may find it worth your while to review this information at an early stage in your acquaintance with Passport Business Solutions. Many shortcuts are described in this section.
| • | Chapter 2- Starting PBS, Menus and Printing describes the basic operations for running Passport Business Solutions on the Windows Operating Systems and on UNIX or Linux systems. The use and utilization of PBS concurrent usage is described in the Windows Concurrent Usage section. The chapter explains how to use the various menu types. The different printing options for reports and Special Forms are described. |
| • | Chapter 3- Data Entry, MySet and BreakOut describes the standard Passport Business Solutions data-entry techniques. MySet has various features to help you enter and sort your data more quickly in graphical mode. The BreakOut utility, which can greatly assist you in entering data on character based screens, is described in detail. |
| • | Chapter 4- Use of Function Keys, Tool Bar and Windows describe the function keys, the Toolbar, PBS Windows and features such as the Lookup Windows, Help, Notes, and the means to invoke them. |
This section describes selections available from the menu bar CTL menu. The CTL menu selections documented here are intended for general users.
The PBS Administrative documentation covers the other CTL menu selections.
| • | Chapter 5- Cost Centers and Sub-Accounts describes an optional method for organizing your accounts by department or division. |
| • | Chapter 6- Valid G/L Accounts describes how to maintain all your account numbers. |
| • | Chapter 7- Cash Accounts shows how to maintain the accounts you use to write checks on. |
| • | Chapter 8 - Banks provides the data needed to run ACH direct deposit in Accounts Payable and Payroll. |
| • | Chapter 9- Switching Between Companies explain how you can move between companies within Passport Business Solutions. |
| • | Chapter 10- Printing Reports from Disk describes the report spooling feature. |
| • | Chapter 11 - PDF Form File Processing describes the viewing and emailing of PDF form files that have been saved on the system. |
| • | Chapter 12 - Using Batch Controls shows how to group transactions into batches so that several operators can be entering or posting batches of transactions without interfering with one another, while still maintaining tight control on batch totals. |
| • | Chapter 13 - External Cross-references describes how you can refer to your account numbers by synonyms (used in non-Passport products, or by yourself prior to restructure of your account numbers). |
| • | Chapter 14 - Defining Menu Selections illustrates how to add your own menu selections to the system’s menu, letting you define and use executable programs and operating system commands from the menu bar. |
| • | Chapter 15 - Labels allows you to define I/C items labels. You may enter font information and setup bar codes for labels. |
| • | Chapter 16 - Payment Codes provides information on setting up payment codes for use with multi-payment processing. |
The appendices provide a variety of reference information.
| • | Appendix A- A. Character Mode Notes and Comments Text Editing describes the Passport Business Solutions character mode text editor, primarily used when entering notes and comments attached to an entry in a master file or transaction file. |
| • | Appendix B- B. Character Mode Advanced Features Tutorial provides a means for learning some of the basic character mode system features in PBS. Tutorials on setting up BreakOut are included. |
| • | Appendix C- C. Glossary of Terms lists accounting and data processing terms referred to throughout the User documentation, especially as they are used in the Passport Business Solutions software. For a complete definition of a word, including the derivation, please refer to a good dictionary. |
| • | Appendix D - MySet View Only Menu List contains a list of PBS menu selections, by module, that can be set up for general users as view only. |
Support
PBS User documentation and on-line “Help” messages are designed to enable you to use the Passport Business Solutions software without additional help. However, if problems or questions arise which you cannot resolve using these materials, additional assistance may be available from your Passport Business Solutions supplier or an independent professional in your area.
If you have unresolved issues with your Passport Business Solutions software, contact your PBS partner or an authorized Passport Business Solutions consultant for support.
For the name and location of a PBS partner near you, contact Passport Software at 847-729-7900.
If you wish to receive support directly from Passport Software, Inc., please call 847-729-7900 to discuss the options.
It is often found that PBS users are not aware of some or many features that are available on their system. Not all features may apply to your business. Reading the documentation is a way to understanding and ultimately using the features that will help in running your business. Set aside some time on a regular basis to read a new section in the modules that you are using.
Never go beyond a word you do not understand. In most PBS documents there is a section called Introduction to xxxx with xxxx being the name of the module. In this section there are some definitions to words specific to PBS, computers and accounting. Also, in this document there is a C. Glossary of Terms with many words defined. For words not included, it is highly recommended that you keep a dictionary handy for looking up words that you do not understand.
Training is another way of understanding the system. Call your Passport Business Solutions reseller for training. If your reseller does not offer training other options are available. Contact Passport Software, Inc. at 847-729-7900 for the name of a qualified trainer in your area or training directly from Passport.
Passport Business Solutions Custom Software
The Passport Business Solutions software was designed to meet or exceed your business and accounting needs. However, should you wish to customize certain operations of the software, please call your Passport Business Solutions supplier or Passport Software directly to discuss your individual business requirements.