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 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.

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

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 ...