PBS

by Passport Software

Who Uses PBS?

Best for mid-sized US-based companies ranging from 2 to 80 million in annual sales.

What Is PBS?

Passport Business Solutions (PBS) is comprehensive business software designed for small to mid-sized US-based companies ranging from 2 to 80 million in annual sales. Professional level accounting modules, a complete line of manufacturing business software bundle choices, and distribution industry software solutions are available.

PBS Details

Passport Software

http://www.pass-port.com

Founded 1971

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Compare PBS with similar products

Starting price

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US$499,00/month
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N/A

Free Version

Free Version No
Free Version No
Free Version No
Free Version No

Free Trial

Free Trial Yes
Free Trial No
Free Trial Yes
Free Trial No

PBS deployment and support

Support

  • Email/Help Desk
  • Phone Support

Deployment

  • Windows (Desktop)
  • Linux (Desktop)
  • Windows (On-Premise)
  • Linux (On-Premise)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

PBS Features

  • API
  • Access Controls/Permissions
  • Accounting
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CPA Firms
  • Compliance Management
  • Credit Card Processing
  • Document Storage
  • Expense Claims
  • Expense Tracking
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For Government
  • Fund Accounting
  • General Ledger
  • Income & Balance Sheet
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Mobile Access
  • Multi-Currency
  • Multi-Location
  • Nonprofits
  • Order Management
  • Payroll Management
  • Project Accounting
  • Project Management
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Sales Tax Management
  • Status Tracking
  • Tax Management
  • Third Party Integrations
  • Workflow Management

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  • 1099 Preparation
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  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Aging Tracking
  • Alerts/Notifications
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  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Writing
  • Compliance Management
  • Configurable Workflow
  • Customizable Reports
  • Data Extraction
  • Data Import/Export
  • Document Management
  • Document Storage
  • Duplicate Payment Alert
  • ERP
  • Electronic Funds Transfer
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fraud Detection
  • General Ledger
  • Inventory Management
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • PO Reconciliation
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Recurring Payments
  • Reporting & Statistics
  • Reporting/Analytics
  • Status Tracking
  • Supplier Management
  • Third Party Integrations
  • Vendor Management
  • Workflow Management

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  • Billing & Invoicing
  • Cash Flow Management
  • Cash Management
  • Check Processing
  • Collections Management
  • Contact Database
  • Credit Card Processing
  • Customer Statements
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Discount Management
  • Document Management
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Online Payments
  • Order Management
  • Overpayment Processing
  • Partial Payments
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
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  • Workflow Management

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  • API
  • Access Controls/Permissions
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  • Accounting Integration
  • Accounts Payable
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  • Activity Dashboard
  • Bank Reconciliation
  • Billing & Invoicing
  • Bookkeeping Services Integration
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Categorisation/Grouping
  • Collections Management
  • Credit Card Processing
  • Customizable Templates
  • Data Import/Export
  • Document Storage
  • Electronic Payments
  • Estimating
  • Expense Claims
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Fixed Asset Management
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Mobile Access
  • Multi-Currency
  • Payroll Management
  • Profit/Loss Statement
  • Purchase Order Management
  • Real Time Data
  • Receipt Management
  • Recurring/Subscription Billing
  • Reminders
  • Reporting & Statistics
  • Revenue Recognition
  • SSL Security
  • Sales Tax Management
  • Spend Management
  • Tax Management
  • Third Party Integrations
  • Transaction History
  • Vendor Management

View full list of Bookkeeping Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Bank Reconciliation
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • Bills of Material
  • CRM
  • Contract/License Management
  • Customer Database
  • Customizable Reports
  • Distribution Management
  • Document Management
  • Enterprise Asset Management
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • HR Management
  • Integrated Business Operations
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Invoice Processing
  • Manufacturing Planning
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Order Processing
  • Payroll Management
  • Project Management
  • Projections
  • Purchase Order Management
  • Quotes/Estimates
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Orders
  • Shipping Management
  • Stock Management
  • Supplier Management
  • Supply Chain Management
  • Task Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Warehouse Management
  • Workflow Management

View full list of ERP Systems

  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Barcode / Ticket Scanning
  • Barcode Recognition
  • Billing & Invoicing
  • Cost Tracking
  • Customer Database
  • Customizable Reports
  • Data Synchronization
  • Forecasting
  • Inventory Auditing
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Replenishment
  • Inventory Tracking
  • Invoice Management
  • Kitting
  • Manufacturing Inventory Management
  • Mobile Access
  • Multi-Channel Management
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Order Tracking
  • Point of Sale (POS)
  • Product Identification
  • Purchase Order Management
  • Purchasing & Receiving
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Retail Inventory Management
  • Returns Management
  • Sales Orders
  • Sales Reports
  • Search/Filter
  • Shipping Management
  • Status Tracking
  • Stock Management
  • Supplier Management
  • Third Party Integrations
  • Vendor Managed Inventory
  • Warehouse Management
  • eCommerce Management

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  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Automated Scheduling
  • Barcode / Ticket Scanning
  • Billing & Invoicing
  • Bills of Material
  • Collaboration Tools
  • Compliance Management
  • Cost Tracking
  • Distribution Management
  • Document Management
  • Estimating
  • Financial Management
  • Forecasting
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Job Costing
  • Maintenance Management
  • Monitoring
  • Multi-Channel Management
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Planning Tools
  • Production Management
  • Production Scheduling
  • Production Tracking
  • Project Management
  • Purchase Order Management
  • Quality Control
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Safety Management
  • Sales Orders
  • Shipping Management
  • Status Tracking
  • Supplier Management
  • Supply Chain Management
  • Traceability
  • Warehouse Management
  • Work Order Management
  • Workflow Management

View full list of MRP Software

  • API
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Barcode / Ticket Scanning
  • Bills of Material
  • Compliance Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Distribution Management
  • Document Management
  • ERP
  • Financial Management
  • Forecasting
  • Inventory Management
  • Inventory Tracking
  • MES
  • Maintenance Management
  • Material Requirements Planning
  • Monitoring
  • Multi-Currency
  • Multi-Location
  • Order Management
  • Planning Tools
  • Production Management
  • Production Scheduling
  • Production Tracking
  • Project Management
  • Projections
  • Purchase Order Management
  • Quality Control
  • Quality Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Reporting/Analytics
  • Safety Management
  • Sales Orders
  • Shipping Management
  • Supplier Management
  • Supply Chain Management
  • Third Party Integrations
  • Traceability
  • Warehouse Management
  • Work Order Management
  • Workflow Management

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  • API
  • Access Controls/Permissions
  • Account Reconciliation
  • Accounting
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Approval Process Control
  • Audit Management
  • Audit Trail
  • Bank Reconciliation
  • Billing & Invoicing
  • Budgeting/Forecasting
  • Cash Flow Management
  • Cash Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Customizable Reports
  • Customizable Templates
  • Dashboard Creation
  • Data Import/Export
  • Data Visualization
  • ERP
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Financial Management
  • Forecasting
  • General Ledger
  • Income & Balance Sheet
  • Invoice Management
  • Invoice Processing
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit/Loss Statement
  • Projections
  • Purchase Order Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Receipt Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Scenario Planning
  • Third Party Integrations
  • Visual Analytics
  • Workflow Management

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PBS Alternatives

More PBS alternatives

PBS Reviews

Read all reviews

Overall rating

4,5/5

Average score

Ease of Use 4,4
Customer Service 4,7
Features 4,4
Value for Money 4,2

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Share your experiences with other software buyers.

Write a Review!
Jon P.
CFO
Retail, 2-10 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2019/12/10

"Transition from Passport and Counterpoint to Passport Business Solutions"

Comments: End of month billing is much less stressful. We used to have to set the time back on our server to invoice in the previous month. That became harder to do because of the new virtual server we were forced to change to when our old server crashed. Now we get paid sooner and we have better cash flow.
Passport customer support is great. If I have a problem they get back to me right away and stick with it until it is fixed. I always get to speak to the same person, which is a plus.

Pros: I have been using Passport for A/P and General Ledger for more than 15 years. I recently switched from using Counterpoint for A/R to using Passport for A/R. I like the ease of use. Invoices can be edited and reprinted before they are posted. Invoices can be dated in the previous month even if the calendar date is in the next month. Figures from the inventory purchase orders auto fill into the a/p vouchers so I do not have to enter the figures twice. We switched from pre-printed invoices to laser printed invoices. This results in a huge cost savings, and they look great. I have had positive feedback from several customers about the changes to their invoices and statements. I like that I can copy and paste long descriptions from a Word document into a Passport invoice . That has been a huge time saver for me. Who doesn't love saving Time and Money?

Cons: I do not like the order entry module or the point of sale module because they are not as easy to work with as the A/R module. Items that have serial numbers cannot be billed out thru the A/R module. This would be the only thing I would change about this program. Then it would be perfect.

  • Reviewer Source 
  • Reviewed on 2019/12/10
C harles W.
OWNER
Food & Beverages, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 2016/07/25

"CHARLES W. WETZEL OWNER OF WETZEL'S MARKETS"

Comments: I HAVE USED THIS PRODUCT SINCE BUYING MY FIRST COMPUTER , A TANDY RADIO SHACK MODEL 2 OPERATING ON A MULTIUSER OPERATING SYSTEM ZENIX , SINCE 1981. IT WAS CALLED REAL WORLD ACCOUNTING PROGRAM BACK THEN. AROUND 1990 SWITCHED TO IBM TYPE COMPUTERS AND PURCHASED UPGRADE TO THAT OPERATING SYSTEM. OVER THE PAST THIRTY FIVE YEARS USING THIS PROGRAM I HAVE PURCHASED OTHER BUSINESSES THAT WHERE USING OTHER ACCOUNTING PROGRAMS AND AFTER REVIEWING THOSE PROGRAMS AND CONSIDERING CHANGING TO THEM WE STAYED WITH PASSPORT (REAL WORLD) BECAUSE OF ITS
VERSITILITY AND TRACKING AND EASE OF OPERATION AND WOULD RECOMMEND THIS TO ANY SIZE BUSINESS.

Pros: ITS EASE OF USE , HOW IT CAN ADAPT TO ANY TYPE OF BUSINESS, HOW YOU CAN SETUP FINANCIAL STATEMENTS TO LOOK JUST LIKE YOUR ACCOUNTANTS STATEMENTS BUT ALSO RUN FINANCIALS WITH FAR MORE DETAIL FOR YOUR INTERNAL BUSINESS USE

Cons: NOTHING

  • Reviewer Source 
  • Reviewed on 2016/07/25
Jacquelene F.
accounting
Accounting, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    3 /5
  • Ease of Use
    3 /5
  • Features & Functionality
    3 /5
  • Customer Support
    2 /5
  • Value for Money
    2 /5
  • Likelihood to Recommend
    4/10
  • Reviewer Source 
  • Reviewed on 2019/12/04

"PBS"

Pros: What I like most about this software is how much information it stores. It makes invoicing easier.

Cons: What I like least about this software is the cost. When you run into problems you have to contact your independent sales person and their costs to troubleshoot your problems can be astronomical. The company does not offer tech support so you have no other choice.

Vendor Response

by Passport Software on 2019/12/10

Hi Jacquelene,

Your comment about our software and how it helps invoicing makes us very pleased. Thank you!

No one ever tells us they like having to pay for software support. It is an unfortunate reality that software, like most other things, requires maintenance and care. While we can't control what our vendors charge for their services, we know that they seek to stay within their market's pricing standards.

However, should the need arise, we offer a variety of software support options that would enable you to contact us directly regarding your software.

We appreciate your having taken to time to express your opinions. We look forward to being of service to your company.

  • Reviewer Source 
  • Reviewed on 2019/12/04
Laura S.
Consumer Goods, 51-200 Employees
Used the Software for: 2+ years
  • Overall Rating
    4 /5
  • Ease of Use
    4 /5
  • Features & Functionality
    4 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    9/10
  • Reviewer Source 
  • Reviewed on 2016/07/20

"ACA Module and Support"

Comments: We are thrilled with the decision we made to use the Passport Software for our ACA compliance. The team at Passport was quick to tackle and master the unknown and complex process to comply with the Affordable Care Act. The software itself was easy to use and understand but we were most impressed by the customer support provided by Passport. The staff went above and beyond their role as software developers by providing detailed instructions on filling out forms, IRS registration, electronic filing, trouble-shooting with the IRS and much, much more. We would be lost without them and appreciate the time, effort and support they have provided along the way.

  • Reviewer Source 
  • Reviewed on 2016/07/20
Brian G.
Director of Operations
Aviation & Aerospace, 11-50 Employees
Used the Software for: 2+ years
  • Overall Rating
    5 /5
  • Ease of Use
    5 /5
  • Features & Functionality
    5 /5
  • Customer Support
    5 /5
  • Value for Money
    5 /5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2017/08/11

"Great Software in combination with Crystal Reports"

Comments: Would highly recommend.

Pros: Access to the data base. Use with Crystal reports to create incoming Inspection audit system ,Outside service purchase order system, an automated Inventory Value Analysis system, and Capacity planning. Company is AS9000 certified and the software had a lot to do with this.

Cons: MRP is not strong, we do not use it. We use lean manufacturing with back scheduling from the software.

Vendor Response

by Passport Software on 2020/08/12

Thank you for taking the time to review Passport Business Solutions! We would love to review your MRP needs with you to see where we fell short so we can improve.

  • Reviewer Source 
  • Source: SoftwareAdvice
  • Reviewed on 2017/08/11