Administration
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Billing Code Info Screen
Create or edit billing codes using this screen.
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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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User Info Screen
Create or edit users using this screen.
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QuickBooks Export Screen (Invoices)
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Configuring Pay Rates
A user's pay rate is how much they are paid for the work they do and is used when generating payroll. Pay rates are set on user profiles. Follow the steps in this article to learn how to set up pay rates.
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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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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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