Administration
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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QuickBooks Export Screen (Invoices)
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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 Template Info Screen
Create or edit lease templates 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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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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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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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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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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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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