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.Read More
What should I do if I think I've found a bug?
We do our best to not introduce bugs in our software, but they still do happen. If you think you've found one, please let us know immediately.Read More
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.Read More
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.Read More
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.Read More
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.Read More
Why can't I find the record that I'm searching for?
Landboss saves the last search filters that you used on the various search screens and it is possible to overlook previously entered filters. To ensure that you are starting from a blank search form click the reset link that is located right next to the search button.Read More
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.Read More
Logging in to Landboss
Learn how to login to Landboss by following these step-by-step instructions.Read More
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.Read More