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Hi Ryan, I double-checked the email setup, and it's fine too.  As for contacting my business consultant, I'm it!  I've also had other users (consultants) say they're the same error when they try it.

I am also getting this error.  The User is identified in the first screen of the Third-Party Portal tab.  I am using the original 'Ask A Question' screen, not a customized one.  Please help.

Hi Danny, No, I had already selected a bank account before the error message appeared.  That does not seem to be part of the problem.  Any other suggestions?  Thanks!

How do we assign a customer if the expense is reimburseable?  

Hi, I set myself up as a user with the default transaction type of Check.  I entered an expense that used the Credit Card - Company payment type, and was thus, non-reimburseable.  When I tried to process the transaction after approval, it gave me an error message saying it needed a payee name on the check, even though I was not to be ...

Hi Ryan, Would you please forward your steps given in Webinar #26, Contacts & Advanced Searches. Thanks!

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Hi, Love the document management feature added to Method.  I'm using it with documents associated with cases I'm working on for clients.  However, currently, when clients use the third-party customer portal on my website, they cannot add a document (like a screen shot or other document) when they ask a question.  Do I need ...