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[quote user="SGilljp"] OK.  That worked Danny.  Must have been a 'hiccup' during the original installation.  Thanks for your help!  [/quote] That's great news!  Glad we got that solved.  Thanks for letting me know. - Danny

Hi Kelsey, Great question. We have a section on our website that provides information on Security & Backup. If you have not taken a look please do so using the link below.  http://www.methodintegration.com/web/security-backup.aspx If you still have questions please post back with specifics and we’ll be sure to address ...

 How is security maintained?  What protects my clients from other folks accessing their information in any way? Thank you in advance for any responses of answers I get to my questions.

well, not sure how i missed that one, I thought I had looked. Anyway, thanks for the explanation, and I guess it's good to have it for future reference. See, I'm looking out for you future searchers

OK.  That worked Danny.  Must have been a 'hiccup' during the original installation.  Thanks for your help! 

[quote user="SGilljp"] No, as I said, only the Expense reports and  Employees & Vendors roles were added. [/quote] It sounds to me like the app didn't install correctly.  Can you please try and remove the app and reinstall it?  To remove the app, go to Customize > My Account.  Click "Remove ...

No, as I said, only the Expense reports and  Employees & Vendors roles were added.

 Hi Richard, Yes, you can copy work orders. To do so, go to your 'Work Order List' tab link and filter the grid to show the work order you would like to copy. Please note, you can only copy Work Orders with types 'Series' or 'One Time', it would not allow you to copy work orders with 'Occurrence' type. Once ...

[quote user="Method_Danny"] Steven sent in the following reply via email:   Danny,   I have only the Expense Reports and Employees & Vendors roles.  I am logged in as admin. The Expenses tab is missing.   [/quote] Steven, When you check the list of tab groups/roles, are they all not listed as I put in ...

Steven sent in the following reply via email: Danny,   I have only the Expense Reports and Employees & Vendors roles.  I am logged in as admin. The Expenses tab is missing.