Administration
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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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Special Provision Info Screen
Create or edit special provisions using the Special Provision Info screen.
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Lease Template Info Screen
Create or edit lease templates using this screen.
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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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Introduction to QuickBooks Integration
After invoices and paystubs have been generated in Landboss, it is possible to export that data to QuickBooks Desktop to ensure that your accounting records always match.
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Client Bill Rates Screen
Use this screen to configure the bill rates for this client.
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Client Accounting Setup Screen
Set the accounting options for a client using this screen.
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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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Billing Code Info Screen
Create or edit billing codes using this screen.
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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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