Administration
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Prospect Bill Rates Screen
Use this screen to configure the bill rates for this prospect.
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Setting Mileage Rates
Follow the instructions in this article to learn how to set the mileage rate for clients, either individually or in bulk.
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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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Linking Landboss To Accounts in QuickBooks
Before you can begin exporting your accounting records to QuickBooks Desktop, you'll need to choose which QuickBooks accounts Landboss should map to. Follow the steps in this article to link Landboss to your QuickBooks accounts.
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Pay Rate Examples
This article lists some examples of the pay rate system to help you understand how the various rates override each other.
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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 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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