FAQ
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Logging in to Landboss
Learn how to login to Landboss by following these step-by-step instructions.
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Why are time entries showing up as unapproved when I make an invoice?
Landboss requires time entries to be approved by one or more users before the entries can be used to either create an invoice or generate payroll. If multiple time reviewers are configured for a time entry, the entry requires all time reviewers approve it.
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Merging Parties
If you have duplicate parties, you can merge them via the Parties page. Watch the video in this article or follow the step-by-step instructions to learn how to merge duplicate parties in Landboss.
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Why can't I upload PDF receipts?
Receipts that are uploaded are automatically sorted, indexed, and added to the PDF that is generated when printing expense reports, so, they need to be in an image format so the system can processed them correctly. The supported image formats are: .tif, .tiff, .jpg, .jpeg, .gif, or .png format.
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How do I deactivate a prospect?
Deactivating a prospect keeps the information you've entered into Landboss, but hides it from view and reports. Follow the step-by-step instructions in this article to deactivate a prospect.
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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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How do I transfer a license to another user?
If you want to transfer a license to another user, you'll need to first deactivate the current license-holder and then assign the license to the new license-holder.
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What do I do if I forget my password?
If you've forgotten your password, or you've been locked out of your account after too many incorrect password attempts, you can request your password be reset by following the directions in this article.
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How do I change my password?
Learn how to change your password by following the directions in this article.
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Which browsers are supported?
Landboss supports all major browsers and will likely work in most lesser known browsers; however, there are certain features that, for technical reasons, will work only in specific browsers.
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