FAQ
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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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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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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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What do I do if I'm locked out of my account?
If you enter an incorrect password too many times, Landboss will temporarily lock your account for security reasons. This article goes over the various ways you can unlock your account.
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How do licenses work?
Landboss has three different types of licenses: Full Access, Accounting, and View Only and each user will occupy a single license.
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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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Logging in to Landboss
Learn how to login to Landboss by following these step-by-step instructions.
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How can I stop getting notification emails?
By default, all users will receive notification emails for any prospect that they have access to. You can unsubscribe from those emails by following the directions in this article.
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What should be done if an employee leaves the company?
When a user leaves the company, we recommend an administrator deactivate the former employee's account. Deactivating a former employee's account will not delete any work he's done in Landboss, but will prevent him from being able to log in to Landboss or receive notification emails. In addition, the license that was being used by the former employee will now be freed up and can be assigned to a new employee.
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How do I add a husband and wife, trust, or company?
In Landboss, there are two different types of parties: individuals and companies. An individual is one person who owns his interest individually, while a company could be a legal corporation, a trust, a joint tenancy, a tenancy in common, etc. In short, create a company for anything that is not an individual person.
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