Administration
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Exporting Invoices to QuickBooks Desktop
This article guides you through exporting invoices created in Landboss to QuickBooks Desktop.
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Introduction to Pay Rates
Pay Rates are the amounts you pay your contractors for the work they perform and are used when generating payroll. They are set up on the Pay Rates tab of a user's profile. When you first create a user, the pay rates used will be the default values entered on the Company Info page.
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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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Configuring Company Info
A lot of information is tucked away on the Company Info page; for example, your company's name and address, accounting setup, security options, and mapping colors.
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Role Info Screen
Create or edit security roles using this screen.
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Billing Code Info Screen
Create or edit billing codes using this screen.
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Creating a Prospect
Follow the step-by-step instructions in this article to learn how to create a prospect in Landboss.
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Pay Rate Examples
This article lists some examples of the pay rate system to help you understand how the various rates override each other.
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Creating a New Role
When you open a new Landboss account, there are a number of existing roles already created for you. We have have found these roles fit the majority of users, but have provided the option of administrators creating their own roles to customize what users can and cannot see.
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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