Administration
-
Client Accounting Setup Screen
Set the accounting options for a client using this screen.
Read More -
Pay Rate Examples
This article lists some examples of the pay rate system to help you understand how the various rates override each other.
Read More -
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.
Read More -
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.
Read More -
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.
Read More -
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.
Read More -
How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
Read More -
Generate Lease Package Screen
Generate a single PDF from multiple related lease documents and reports using this screen.
Read More -
User Info Screen
Create or edit users using this screen.
Read More -
Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
Read More