Administration
-
Lease Template Info Screen
Create or edit lease templates using this screen.
Read More -
Role Info Screen
Create or edit security roles using this screen.
Read More -
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.
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 -
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.
Read More -
Work Code Info Screen
Create or edit work codes using this screen.
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 -
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 -
Client Accounting Setup Screen
Set the accounting options for a client using this screen.
Read More -
Creating a Prospect
Follow the step-by-step instructions in this article to learn how to create a prospect in Landboss.
Read More