My users are not able to view the statements of customers/vendors. What should I do?

When you assign a role to a user, you need to enable the option to view the statements. Here’s how you can enable this option:

Go to Settings.
Under Organisation Settings, select Roles under Users & Roles.
Hover over the role you want to edit, click the More icon, and select Edit from the dropdown.
Under Contacts, click More permissions next to Customers or Vendors.
Check the Statement option, and click Save.

Now, your user will be able to view the statements of customers or vendors in their respective details page.

Was this document helpful?

Yes

Was this document helpful?

By clicking Submit, you agree to our Privacy Policy .

Thank you for your feedback!