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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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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Setting up Time Reviewers
This article is an introduction to setting up time reviewers in Landboss.
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Lease Template Special Provisions Screen
Add, edit, or remove the special provisions for a lease template using this screen.
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Client Bill Rates Screen
Use this screen to configure the bill rates for this client.
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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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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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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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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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Special Provision Info Screen
Create or edit special provisions using the Special Provision Info screen.
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