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E-Leads Retrieval

E-LEADS RETRIEVAL is a menu option that allows information collected from the builder's web site to be loaded into the PSClient database.

eBook

An electronic book (eBook) is a book publication made available in digital form, consisting of text, images, or both, readable on computers or other electronic devices. eBooks are an effective tool for converting website visitors into leads by incentivizing them to provide their name and email address.

Email Campaigns

EMAIL CAMPAIGNS provide direct marketing messages to potential customers using email.

End of Month

END OF MONTH AND END OF FISCAL YEAR CLOSEOUT automatically updates the year to date amounts in the general ledger accounts, closes the fiscal year and advances the posting period to the next month in the new fiscal year.

End of Month Closeout

END OF MONTH CLOSEOUT automatically updates the month to date amounts in the general ledger accounts and advances the posting period to the next month. This is performed 11 times per fiscal year.

End of Year Closeout

END OF MONTH YEAR automatically updates the year to date amounts in the general ledger accounts and advances the posting period to the next month. Retained earnings is updated on the Balance Sheet based on fiscal year end profitability. This is performed 1 time per fiscal year.

Exchange

EXCHANGE is a module that allows the sharing of common information between the Gemini Accounting, Eclare Estimating, and PSClient Database software.