Administration
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Exporting Invoices to QuickBooks
This article guides you through exporting invoices created in Landboss to QuickBooks Desktop.
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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Linking Prospects in Landboss to Jobs in QuickBooks
Before you can export invoice data for a Prospect to QuickBooks Desktop, you must link the Prospect to a Customer Job in your QuickBooks company file.
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Reviewing Time Entries for All Users
If a user should review all the time and expenses entered into Landboss, the best way to achieve that is to grant that user the Review All Time permissions.
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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports using this screen.
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User Info Screen
Create or edit users using this screen.
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User Pay Rates Screen
Use this screen to configure pay rates for a user.
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Removing a User
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Watch the video in this article, or follow the instructions, to learn how to deactivate a user in Landboss.
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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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