Administration
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Client Accounting Setup Screen
Set the accounting options for a client 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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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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Lease Template Special Provisions Screen
Add, edit, or remove the special provisions for a lease template using this screen.
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Company Info Screen
Edit the name, address, phone, logo, and other company details 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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QuickBooks Export Screen for Paystubs
Use this screen to send paystub data to Quickbooks Desktop.
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How do I update the Landboss QuickBooks Exporter?
The Landboss QuickBooks Exporter is a separate utility from Landboss that handles the export process when you choose to export your accounting data to QuickBooks and it is usually installed automatically as needed. Occasionally, we release a new version of the utility that requires you to re-install it.
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Reviewing Time Entries for All Users
If a user should review all the time and expenses entered into Landboss, the best way to achieve that is to grant that user the Review All Time permissions.
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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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