Administration
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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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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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Lease Template Rental Screen
Enter rental information for a lease 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 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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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 (Invoices)
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Setting Mileage Rates
Follow the instructions in this article to set the mileage rate for clients.
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Reviewing Time for Specific Users
This article will guide you through setting up a user as a time reviewer for one or more other users in Landboss.
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Billing Code Info Screen
Create or edit billing codes using this screen.
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