Administration
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User Pay Rates Screen
Use this screen to configure pay rates for a user.
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Creating a Prospect
Follow the step-by-step instructions in this article to learn how to create a prospect in Landboss.
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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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Introduction to Pay Rates
Pay Rates are the amounts you pay your contractors for the work they perform and are used when generating payroll. They are set up on the Pay Rates tab of a user's profile. When you first create a user, the pay rates used will be the default values entered on the Company Info page.
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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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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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Setting up Time Reviewers
This article is an introduction to setting up time reviewers in Landboss.
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