Transition from Passport and Counterpoint to Passport Business Solutions

Bewertet am 10.12.2019
Jon P.
CFO
Einzelhandel, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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?

Nachteile: 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.

CHARLES W. WETZEL OWNER OF WETZEL'S MARKETS

Bewertet am 25.7.2016
C harles W.
OWNER
Essen & Trinken, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Vorteile: 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

Nachteile: NOTHING

ACA Module and Support

Bewertet am 20.7.2016
Laura S.
Konsumgüter, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: 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.

Happy Customer

Bewertet am 21.11.2019
Janet L.
VP
Maschinerie, 2-10 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It has been a great experience. Wonderful guidance , easy use, highly recommend.

Vorteile: This system matched exactly to our old system. No learning curve. Use was immediate.

Nachteile: Have not found anything as of yet, so far so good.

PBS

Bewertet am 4.12.2019
Jacquelene F.
accounting
Buchhaltung, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
3/5
Gesamt
3/5
Benutzerfreundlichkeit
3/5
Eigenschaften & Funktionalitäten
2/5
Kundenbetreuung
2/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

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

Nachteile: 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.

Antwort des Softwareanbieters

von Passport Software an 10.12.2019

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.

Great Software in combination with Crystal Reports

Bewertet am 11.8.2017
Brian G.
Director of Operations
Luft- & Raumfahrt, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
Quelle: SoftwareAdvice
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Would highly recommend.

Vorteile: 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.

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

Long time user since the Realworld days.

Bewertet am 12.7.2016
Tim T.
President
Import und Export, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
4/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: It was quite a project learning a new program but it made it easy to do the forms. It would be nice if the program printed the entire forms so I didn't have to purchase forms.

Vorteile: Overall it is the high quality that I expect from Passport.

Nachteile: Took too long to get the final updated version. There was lack of actual instructions on how to use the program. I had to guess at certain steps such as printing from one form copy to another. It would be nice if the pr

Great Product!!!!

Bewertet am 21.3.2019
Melissa B.
HR
Transport/Güterfrachtverkehr/Schienenverkehr, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Vorteile: It is super easy of use and a real time saver.

Nachteile: I don't like that I have to enter ACA info at the end of setting up a new employee since I can't enter this years payroll until I close the year.

Antwort des Softwareanbieters

von Passport Software an 16.4.2019

Thanks, Melissa B!

We really appreciate your comments and we heard you. We've just made it easier to manage details when year-end and new employees arrive at the same time!

Thank you for letting us know.
The Passport Team

Passport upgrade

Bewertet am 3.5.2019
Dean C.
Owner
Einzelhandel, 2-10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Always had a good experience with them. Been with them for a long - long time.

Vorteile: Ease of use, the way it links to gather. Easy to back up.

Nachteile: Wish it could link to an eCommerce package.

Antwort des Softwareanbieters

von Passport Software an 13.6.2019

Thank you so much for your wonderful review.
Passport has provided integrations for a number of ecommerce solutions and we now look forward to working with you on your exciting plans.

Passport Software Review

Bewertet am 20.7.2016
Lynda L.
VP
Konsumgüter, 51-200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
3/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Used both the mfg and accounting sides of this software for over 10 years. My staff is so familiar with the functions that to choose an alternative would be too costly from a purchase to a training standpoint. Their updates continue to provide improvements and efficiencies.

Vorteile: Customer Support

Nachteile: Not easily integrated with the internet to email documents.

Great customer service

Bewertet am 20.7.2016
Patty W.
GL Accountant
Non-Profit-Organisation Management, 501-1.000 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
4/5
Gesamt
5/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I have used this product for many years. I have always received excellent help from customer service and the technical support people.

Vorteile: The ease of using.

Nachteile: That in order to post in the general ledger, everyone has to be out of the software, even if they are just viewing.

Great software and excellent support.

Bewertet am 5.3.2018
Kim M.
Controller
Verwendete die Software für: Mehr als 2 Jahre
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Vorteile: I love the Payroll module. I love the fact it is so user friendly. Most of all the customer support is
amazing.

User since 1992 when software was still known as RealWorld.

Bewertet am 18.3.2015
Wayne W.
Controller
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: Very user friendly, only purchase modules you want. Don't have to buy an entire package with stuff you won't use, but simple to add on as desired. As an example, we did the Direct Deposit add-on to Payroll once enough individuals requested it to be worthwhile. Date driven format, great interface with multiple printers, still has DOS view capability if desired in addition to the newest Windows view (very handy now for looking up employees/vendors/customers/etc.). Import modules into General Ledger at your own pace, great reporting capabilities, especially for payroll...all the way thru W-2 info and magnetic file reports for sending to Social Security. Many levels of reporting for accounts payable from original invoice entry to final check registers....in total or by individual vendors. Once you get a handle on one module, the others are even quicker. If you don't feel comfortable with updates, or don't have an IT department to handle it, outside assistance by Passport Certified techs are available for a very reasonable rate. All work is done remotely, so it's quick and avoids any travel charges. They constantly review issues from customers and have patches in a short time as needed.

Long Term Relationship

Bewertet am 17.12.2014
Kevin l. B.
President
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: We have worked with Passport Software, Inc. since about 1984 as a dealer for their products as well as an end-user. To me, the sticking-with-Passport power has been their commitment to the product, their dealers and their end-users. When we experience problems, and yes there have been problems, they jump on it and get it fixed. I don't hear, "We'll fix that in the next release." It gets fixed right away. They also listen to us. If we have ideas to improve the product they actually listen and take suggestions into consideration. Many of my, and my client's, suggestions over the years have ended up in the product. That makes me feel valued as a dealer and as an end-user. Another wonderful thing about Passport Business Solutions is that when we run into an older version of RealWorld or Passport software we can honestly look the customer in the eye and say, "All of your data will upgrade completely and cleanly to the new version. And the best part? You already know how to use it."

PBS Review

Bewertet am 11.12.2014
Patrick J.
Director of Operations
Quelle des Nutzers 
4/5
Gesamt
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: PBS is a good business system for our size company. Relatively easy to use on a day-to-day basis, however, not so easy to use or information worthy canned reports. We find the Purchasing module cumbersome in generating and distributing PO's. Not user friendly when you are generating PO's for MRO products. Overall, I would give PBS a 3.5 to 4 star review

Antwort des Softwareanbieters

von Passport Software an 11.12.2014

Thank you Pat for your candid and honest review. We'll contact you to discuss your areas of concern in the purchasing module to ensure you're getting the most out of your software investment. It's worth noting Thunder Line Z is a longtime user of PBS Manufacturing and where they found reporting needs weren't meeting their specific requirements, they have deployed our ODBC product (AcuXDBC) to enable them to create their own unique reports using industry standard report writing tools. This has helped them "customize" their reporting without actually changing their software.

customer service / product

Bewertet am 25.2.2015
Mary e. C.
OWNER
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: Here are two names of people that work for Passport Business solutions, that if not for them I would have closed my business. Pat Busic: just plan OUTSTANDING when it comes to getting me out of trouble with WINDOWS 8.1. Marti Walt : what can I say about her , if not for her support I would of had a nervous breakdown by now. She has all ways been more than fare with me . These two people keep me in business at that is what your business is all about, keeping people like me coming back! I only use the payroll part of Passport . And there are a few things I would like to see . i would like to be able to do everything from this program, print off 941 forms state and federal ,W2'S , W-3 TRANSMITTALS some how make it so that the forms are filled by a press of a key! I know that I might be dreaming just a little but it would be nice.

Passport Business Solutions (PBS)

Bewertet am 11.12.2014
Greg R.
President
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: We were originally a long time Real World software user that migrated to PBS when the software rights changed ownership over the years. We are a manufacturer with three separate locations that produce both production parts and job shop products. Thru the years as our company(s) have grown we've seen PBS software grow with us. We're very satisfied with there integrated software and the professional expert support that goes along with the product. We now have all three locations using PBS software to manage and run our operations. The product covers most of our needs but if we need something specific to our operation they can write and adapt there programs to meet our specific requirements. We look forward to a continued partnership with PBS as we continue to adapt and grow in an ever changing market.

Easy Peesy

Bewertet am 8.8.2017
Samantha C.
Corporate Controller
Gesundheit, Wellness & Fitness, 201-500 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
4/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
4/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: Exporting to csv and pdf files. Reimbursement detail for later searches. Better look and feel.

Vorteile: Passport is extremely easy to use. We upgraded from Real World in the middle of year end close and an ownership change. There was zero downtime and we didn't miss a beat.

Nachteile: My only complaint is that I have trouble finding transactions. The system allows searches on several factors but not always the one I know.

I have used this software before at another job and I LOVE IT, easy, flexible, great service

Bewertet am 29.6.2015
Cynthia S.
Sole Member
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: I love the ease of use. The only problem I am having is setting up direct printers. Support attempted to set up a direct printer but it still does not print. I love the flexibility in setting up financial statements. This is real accounting software unlike many others. I used this software with an add on for over 20 years at another job. When I took over this company I couldn't wait to transition to this software again. I can recommend it to anyone who needs more than quickbooks

Antwort des Softwareanbieters

von Passport Software an 13.7.2015

Thank you for your kind and honest review and kind words Cynthia. When we saw your comments regarding the printer issue, we were sure to forward that to our technical support team and I've just received word that they were able to help you resolve this issue.

MAKING MONEY OFF OF SMALL BUSINESS

Bewertet am 12.7.2016
Michael Q.
Director
Krankenhausversorgung & Gesundheitswesen, 51-200 Mitarbeiter
Verwendete die Software für: 1-5 Monate
Quelle des Nutzers 
1/5
Gesamt
1/5
Benutzerfreundlichkeit
2/5
Eigenschaften & Funktionalitäten
1/5
Kundenbetreuung
1/5
Preis-Leistungs-Verhältnis
Wahrscheinlichkeit der Weiterempfehlung:
Unwahrscheinlich Äußerst wahrscheinlich

Kommentare: I feel that the insurance companies, brokers and the accounting software companies FOUND a way to make money off of the small business owners when it comes to the ACA.
I am just over the 50 employees, but I fell into the mix that I had to offer insurance. Then I had to pay for something (Passport) I didn't understand and I paid for a passport tech to travel 65 miles to get it up and running.
He even called Passport a number of times and even your people could not give us the true answer. But don't feel to bad, the IRS could not help either.
So what do I think of your software? There is NO GOOD REASON that I should have had to have it, but because the government says I have to do this and that - the same this and that THAT they don't even know the answers too, I guess it is a -ok - piece of work! We will see what it does for us at the end of this year if I can afford to stay in business because of the insurance. Oh, how much do you PLAN on charging for so called updates.

Nachteile: Think I have said enough about your software, the Insurance compaines and the ACA
By the way, l have YOU figured it out yet?

Antwort des Softwareanbieters

von Passport Software an 13.7.2016

Thank you for your constructive review. We understand your frustration with the Affordable Care Act and the burden on small businesses. And you are absolutely correct¿the law is about record keeping, NOT accounting.

Please understand that when we provide help, we are not permitted to give legal advice such as which IRS-defined codes to use. As for ACA updates--they are completely free during the entire licensed year and the annual renewal for the ACA software is included in your standard maintenance fee.

Passport upgrade and support

Bewertet am 18.12.2014
Marshall S.
VP Sales
Quelle des Nutzers 
5/5
Gesamt
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: In 2012, we had a major upgrade to Passport SQL version 12.01 from a much older version. There was a lot of data conversion to be done and many were reluctant to do this upgrade. We were very happy with the transition and support we have received over the past 2 years. There are many pros and some cons to the transition, but all of our cons are being addressed as they come up. We have a solution within weeks or sooner. I would recommend this process to other distributors that do light manufacturing.

Long-time user; recommend software

Bewertet am 11.12.2014
Stan H.
President
Quelle des Nutzers 
4/5
Gesamt
4/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: We've used Passport for 10+ years. It's a very reliable system that's intuitive for manufacturers. It has capacity beyond what we've utilized, but important to have when we're ready. In 2015 for example, we plan to purchase the MRP module (reasonably priced). Customer service has been 5-star for our company, with prompt and helpful support when we need it. Bottom line, Passport is not something I'm thinking about everyday. It does it's job consistently, so I can concentrate on mine.

Comprehensive and professional

Bewertet am 2.12.2015
Robert F.
Controller
Quelle des Nutzers 
5/5
Gesamt
4/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: This software is for people who need a well developed, commercial , product. It's not some silly "help your small business grow" or "emoticon filled game". If the software was a truck it would be a Mack, all metal, no plastic.
I use it in a 60 employee company and never have concerns about features or functionality.
No hesitations whatsoever in recommending this product line.

Passport Fan

Bewertet am 1.11.2016
Jan M.
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
5/5
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
5/5
Preis-Leistungs-Verhältnis

Kommentare: I have used Passport for many years, starting as Real World. It is user friendly. It provides clear reports. I cannot imagine using anything else. I have (unfortunately) been forced to review work that was done on QuickBooks and Peachtree. I hate those programs. Passport is professional and will provide anything you could wish for in an accounting product.

Great software suite for manufacturing!

Bewertet am 10.12.2014
Pablo N.
CEO & President
Quelle des Nutzers 
5/5
Gesamt
5/5
Benutzerfreundlichkeit
Eigenschaften & Funktionalitäten
5/5
Kundenbetreuung
Preis-Leistungs-Verhältnis

Kommentare: We have been using PBS to run our entire manufacturing facility, soup to nuts, for many years. It is a very low overhead product, that runs reliably and very well, including quite a few custom modules that are now part of the standard suite.
PBS has the capability to do quite a bit more then what we currently require, which is great!