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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Configuring Pay Rates
A user's pay rate is how much they are paid for the work they do and is used when generating payroll. Pay rates are set on user profiles. Follow the steps in this article to learn how to set up pay rates.
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Lease Form Upload Screen
This screen is used to upload the blank lease forms that can be used to generate lease documents like contracts and offer letters.
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Setting Mileage Rates
Follow the instructions in this article to learn how to set the mileage rate for clients, either individually or in bulk.
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User Info Screen
Create or edit users using this screen.
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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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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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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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Creating a Client
You can either create a client in the Client section of the Admin area, or you can create a Client on-the-fly while creating a Prospect. The steps in this article will teach you how to create a client in the Client section of the Admin area.
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Creating a New User
Each of your users will have their own Landboss account. Watch the video in this article, or follow the instructions to learn how to create a user in Landboss.
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