Administration
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Setting Mileage Rates
Follow the instructions in this article to set the mileage rate for clients.
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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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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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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.
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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.
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Client Bill Rates Screen
Use this screen to configure the bill rates for this client.
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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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Company Info Screen
Edit the name, address, phone, logo, and other company details using this screen.
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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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Special Provision Info Screen
Create or edit special provisions using the Special Provision Info screen.
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