Administration
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Editing Existing Roles
Roles are made up of a list of permissions that are granted to users that are in the role. This article goes through adding and removing permissions from an existing role.
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Role Info Screen
Create or edit security roles using this screen.
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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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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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Lease Template Info Screen
Create or edit lease templates using this screen.
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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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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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