Administration
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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Linking Landboss To Accounts in QuickBooks
Before you can begin exporting your accounting records to QuickBooks Desktop, you'll need to choose which QuickBooks accounts Landboss should map to. Follow the steps in this article to link Landboss to your QuickBooks accounts.
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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 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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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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Role Info Screen
Create or edit security roles using this screen.
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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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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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Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports using this screen.
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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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