Administration
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Creating a New Role
When you open a new Landboss account, there are a number of existing roles already created for you. We have have found these roles fit the majority of users, but have provided the option of administrators creating their own roles to customize what users can and cannot see.
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Introduction to Pay Rates
Pay Rates are the amounts you pay your contractors for the work they perform and are used when generating payroll.
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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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Exporting Payroll to QuickBooks
Follow the steps in this article to learn how to export payroll data to QuickBooks Desktop.
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Lease Template Info Screen
Create or edit lease templates using this screen.
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Work Code Info Screen
Create or edit work codes using this screen.
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Introduction to Bill Rates
Bill Rates are the amounts you bill your clients for the work performed by your contractors and are used when generating work invoices.
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How to Configure Prospect-Based Time Review
This article will guide you through setting up a user as a time reviewer for one or more prospects in Landboss.
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About Time Review
In order to ensure data accuracy during the invoice or generation process, time entries must be reviewed and approved by at least one user and possibly more depending on the configuration settings. This article will give you an overview of how the time review feature works in Landboss.
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