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No, as I said, only the Expense reports and Employees & Vendors roles were added.
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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 ...
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[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 ...
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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.
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I just updated the post as well. I made a comment about 3 roles being imported. It is actually 4 roles that are imported. :)
Danny
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Hi Steven,
That is very strange. If you have those tabs you should really see the others. Lets check a few things first.
Go to Customize > Tab Groups / Roles.
Scroll to the very bottom of the roles list and you should see 4 roles created for you:
Expense Reports
Employees and Vendors
Managers
Accounting and ...
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I installed the beta but the Expenses tab was not added to my Method Account. Only the Process Exepsnes and Approve Expenses tabs are visible.
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Thanks Ryan - Glad the video is working.
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Thanks Ryan - Glad the video is working.
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I am looking into using method as a solution for our company. But I need to find at least 3 small to medium size companies that have used them and are happy with there product before I can Green light this. Any comments would be greatly appreciated
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