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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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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Role Info Screen
Create or edit security roles using this screen.
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Setting up Time Reviewers
This article is an introduction to setting up time reviewers in Landboss.
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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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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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports 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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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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Reviewing Time for Specific Users
This article will guide you through setting up a user as a time reviewer for one or more other users in Landboss.
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